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  1. We have 3 separate businesses. Sometimes invoices for Business A are uploaded to Business B. Add an option to transfer invoices between businesses without downloading and then uploading them to the correct account.

    7 votes

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    3 comments  ·  Expenses  ·  Admin →
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  2. When travelling, staff have per diem costs - these don't have receipts and are fixed costs per meal or day. They don't need to provide receipts for these. Would be great to be able to add these costs to an employee's expense report as currently we have to add them later in Xero and they are easily missed.

    2 votes

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  3. Splitting transactions in the same transaction by percent and in one window. With "favorite" breakouts.

    2 votes

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  4. Can you add the reference number on the Purchase Order tab

    1 vote

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    1 comment  ·  Expenses  ·  Admin →
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  5. Allow the publishing of expenses from web browser to Sage 50. This will allow Mac users to publish, rather than rely on windows PC access.

    1 vote

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  6. Allow invoices to be paid using more than one account. Eg. if an invoice was paid part by bank and part by cash. It would be useful as I can't upload the same invoice twice and split the payment!

    6 votes

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  7. Many credit cards are transitioning to Virtual Cards online. That gives the appearance of many cards, but it's just one card with many temporary numbers. So, there should be functionality to incorporate virtual card payments under one card.

    1 vote

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  8. 2 votes

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  9. When exporting expense report, file name should default to represent the report name, not the date it was printed.

    1 vote

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  10. Lock modification of expense reports and invoices when the user is a basic user

    1 vote

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  11. Our expense reports are due the first business day after the 1st of each month and the 15th of each month. Rather than auto create multipl expense reports, could you add a feature so that the expense report is created and another expense report is not created until the user publishes their current expense report. After publishing a new expense report can automatically be created and the date the expense report uses should be able to be changed by the user to make sure it is posted to the right date.

    3 votes

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  12. Custom export settings. I would like to export all my receipt PDFs with individual names, dates, and dollar amounts ie. " 2023-05-11 McDonalds $25.00 " using the date it has gathered from scanning instead of having a default export name as "company - export date"

    3 votes

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  13. If you click a SINGLE item inside an Expense Report, it deletes the ENTIRE report. Not the single item. This needs to be corrected.

    1 vote

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  14. Include the Report Supplier field on the phone app. The phone app should replicate the website. This is an important feature because it tells who needs to be paid back (different from supplier).

    1 vote

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  15. When publishing the expense reports each transactions in the expense report should post individually on the date the transaction happened instead of in one entry.

    1 vote

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  16. Creation of Annual Expense Report

    1 vote

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    1 comment  ·  Expenses  ·  Admin →
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  17. Ability for an Expense Approver to be able to digitally sign or initial an expense

    5 votes

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  18. Cancel Expense Report approval request

    2 votes

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    Hi,


    Thank you for your feedback, we have taken this into the roadmap and it is being looked at as part of our revamp of the expense report approval process

  19. I would like to be able to close projects so they don't appear in the drop down list and no new expenses can be recorded to them. Right now, we can't limit what projects are available without deleting the project from the projects list, which deletes the project info from all previous expenses as well. I'd like to be able to mark a project as "closed" so it is not seen in the drop down menu for employees for new expenses, while still being able to pull reports for that project. As we have more and more projects over time,…

    1 vote

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  20. When you want to create a split on a bill you should have the option to add in that split different products and services, not only category

    1 vote

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