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1454 results found

  1. Option to lock approved expense reports so that users will not be able to add item to it once it has been approved

    38 votes

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    2 comments  ·  Expenses  ·  Admin →
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  2. If Cost invoice has order number or reference for Example for garages this could be Car Reg No or for other businesses this could be customer name, if this could be auto read & entered as description this could save a lot of processing time

    19 votes

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    0 comments  ·  Extraction  ·  Admin →
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  3. It would be great if Autocategorization could apply to Line Items as well, so it learns which categories have been previously assigned to Line Items for such suppliers.

    4 votes

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    1 comment  ·  Line Items  ·  Admin →
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  4. We would like to introduce an enhancement to our Notification Email Settings that will significantly improve the way our users manage their communications. The proposed feature will allow users to direct different types of notification emails to specific email addresses.

    For instance, Rejection email notifications can be sent to 'email1@domain.com', while Fetch-related notifications can be directed to 'email2@domain.com'. This level of customisation will enable our users to streamline their workflows, ensuring that emails are actioned by the appropriate team or individual without delay.

    This feature will be particularly beneficial for larger teams where tasks are divided…

    4 votes

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  5. Hate the constant pop-up interruptions while I'm trying to work asking me whether I'd recommend it. Stop getting in the way of my work

    99 votes

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    5 comments  ·  Other  ·  Admin →
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  6. Auto-splitting feature when directly uploading items, to be available on Business accounts.

    3 votes

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  7. Have the option to extract the tax code with Line item extraction.

    6 votes

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    1 comment  ·  Extraction  ·  Admin →
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  8. Sync the Departments list from Sage Accounting into Dext

    98 votes

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  9. Get rid of the verification it is a hindrance, or at least make the tick box (remember this device for 30 days) work

    2 votes

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  10. 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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  11. Ability to export images/PDF files with an item ID

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  12. it is not possible to hide the sections that are not in use e.g Sales & Bank.

    9 votes

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    Under Review  ·  1 comment  ·  Workflows  ·  Admin →
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  13. Notification when client uploads documents

    33 votes

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  14. Un-Approve an Expense Report

    10 votes

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    1 comment  ·  Expenses  ·  Admin →
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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

  15. Automatically send Expense Reports for approval after some time

    2 votes

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    1 comment  ·  Expenses  ·  Admin →
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  16. It would be extremely helpful to see upload dates and publishing dates per transactions. AND to be able to search for documents by either of those two dates.

    2 votes

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    1 comment  ·  Design  ·  Admin →
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  17. Bank Match to consider entries paid more than the next 10 days of the document date

    41 votes

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    2 comments  ·  Bank  ·  Admin →
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  18. I think the order of the Amount info on the "Item Details" page needs to be in a different order.

    I think it should be (from top to bottom):

    Net Amount
    Tax Amount
    Total Amount

    So it matches how most invoices received are shown.

    2 votes

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    0 comments  ·  Design  ·  Admin →
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  19. The user who receives Item messaging via Mobile app to receive an email notification as well.

    5 votes

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  20. With the old client list the Active and Deactivated clients were separated into tabs making it easier to distinguish between them and it would be very useful to have such a feature with the new client list

    5 votes

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    0 comments  ·  client list  ·  Admin →
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