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142 results found

  1. Set default currency for a user's expense reports

    8 votes

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    0 comments  ·  Design  ·  Admin →
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  2. When adding a colleague and giving them access to clients they need to be in aplhabetical order

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  3. Have the option to group cetain clients so when Partners click on the group only those clients appear.

    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. Have the option to filter the item's by relevant fields and have a summary for them. For example, have a summary of the total amounts for items from a certain category like what we can do with HMRC clients under Partners.

    1 vote

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  7. 4 votes

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  8. Be able to add new customer/vendor data (address, phone, email) directly in Dext as we are processing the payments. And then have that information passed over to the accounting software profile setup (QBO, Xero, etc)

    10 votes

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    1 comment  ·  Design  ·  Admin →
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  9. 3 votes

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  10. 39 votes

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    Under Review  ·  13 comments  ·  Design  ·  Admin →
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  11. In the Inbox view, it would be nice to be able to customize the view and make it a default (stick). For example: I would like the Description and Notes columns to always be visible and I don't need to see the User column or the tax column.

    6 votes

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    1 comment  ·  Design  ·  Admin →
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  12. 5 votes

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    1 comment  ·  Design  ·  Admin →
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  13. Can you please add the option to delete Suppliers in RB rather than merging them?

    48 votes

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    3 comments  ·  Design  ·  Admin →
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  14. Can you please make it so that when you use Advanced search there's an option to search both the Inbox & Archive? This would make it so much easier to find items within accounts

    35 votes

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    7 comments  ·  Design  ·  Admin →
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  15. Can’t see which bank accounts are used in payment method - see screenshot (when I click the drop down it defaults to top of the list so I can never know what account is actually selected). Ability to order by name would be very useful also given client has 3 pages of them.

    5 votes

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    0 comments  ·  Design  ·  Admin →
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  16. Ajouter un mode sombre / night mode

    12 votes

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    4 comments  ·  Design  ·  Admin →
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  17. I would like to request to have an option to sort archived items by published dates or an option in filter to display published items only with published date range parameter. I would like to be able to see this in a CSV too.

    27 votes

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    0 comments  ·  Design  ·  Admin →
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  18. Please update Flexible Columns to include other fields such as Tax Rate, Invoice Number, Payment Method, Item ID, Due Date & Paid

    23 votes

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    3 comments  ·  Design  ·  Admin →
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  19. In both the item view & edit line items tool could you please enable "Tab" from a field with a drop down. The current method requires me to arrow down to select the choice then to "enter" to lock it in and move to the next field. I expect to be able to Tab to lock in the selection and move to the next field. Also a way to pre fill a partially typed choice (say I type "oth" and the only found category is "Other" ... I'd like to see that one in my field selector and then only…

    19 votes

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    2 comments  ·  Design  ·  Admin →
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  20. It would be really useful to be able to sort the order of the payment methods appearing in Maintain Lists

    19 votes

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    1 comment  ·  Design  ·  Admin →
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