142 results found
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Set currency rule for expense reports
Set default currency for a user's expense reports
8 votes -
Have the clients in alphabetical order when adding a colleague
When adding a colleague and giving them access to clients they need to be in aplhabetical order
1 vote -
Have the option to group clients in subgroups
Have the option to group cetain clients so when Partners click on the group only those clients appear.
1 vote -
1 vote
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1 vote
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Detailed summary filter for items and their fields
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 -
4 votes
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Set up Vendors/Customers details directly in Dext
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 -
3 votes
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39 votes
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Customize Inbox View (columns)
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 -
5 votes
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Delete Suppliers
Can you please add the option to delete Suppliers in RB rather than merging them?
48 votes -
Simultaneous Advanced search for Inbox & Archive
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 -
Payment Method Columns not wide enough to show bank account
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 -
Mode sombre / Night mode
Ajouter un mode sombre / night mode
12 votes -
Sorting the Archive by the Status column and adding the Publish date as a search option
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 -
Additional fields in Flexible Columns
Please update Flexible Columns to include other fields such as Tax Rate, Invoice Number, Payment Method, Item ID, Due Date & Paid
23 votes -
Using the Tab key to navigate through fields
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 -
Sort Payment Methods
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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