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1795 results found

  1. Currently we use the Ex. Ref field to populate the URL of Dext images to Sage 50.
    Some users use this field for different purposes and would like to move the links to a different location

    2 votes

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  2. Staff doesn't need to have access to the Practice. The ability for staff to not have access to the Practice File and only be able to see the client files they have been given access to.

    5 votes

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  3. 1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  4. I want to set a default tax rate for all sales invoices. Client charges 20% but it does not appear on invoice and it is taking lots of time to change each individual invoice manually. The issue with using Customer rules is that each invoice is to a new customer.

    1 vote

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  5. Setting up a template for recurring suppliers wherein line items need to be entered so that efforts are not doubled by entering the same line items 2-3 times a month. For recurring supplier invoices wherein the amounts vary biweekly but the corresponding accounts for each line item don't change.

    2 votes

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    0 comments  ·  Line Items  ·  Admin →
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  6. The ability for the software to show more accurate matches for the Bank Match feature so it doesn't show more than one transaction per match.

    2 votes

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    0 comments  ·  Match  ·  Admin →
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  7. Ability to see the number of documents in each client's Inbox for the New My Clients list UI

    1 vote

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    0 comments  ·  client list  ·  Admin →
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  8. Be able to crop/edit items already added to the account to avoid background distractions for the client, show only the receipt

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Just hoping there is a way I can clear out the user list on the filter option. At the moment when I filter - the user list brings up all suspended users too. How do I remove them to be active users only?

    3 votes

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  10. Add the following fields for bulk editing:
    1. Category. Right now there are only Products/ Service
    2. Paid
    3. Paid by
    4. Which bank account it is deposited into.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  11. Sync the Job Costing list from Quickbooks Desktop via Hydra

    2 votes

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  12. 2 votes

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  13. The ability to report mistake on Costs/Sales items directly in the Item Details page

    4 votes

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    0 comments  ·  Extraction  ·  Admin →
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  14. let's say if the expenses are with different currency, like HKD, USD, RMB, and i want the report can show the total amount of expenses in HKD, USD, RMB separately,

    4 votes

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    0 comments  ·  Expenses  ·  Admin →
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  15. Ability to set up rules based on Currency

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  16. Ability to add negative smart split lines - both for percentages and fixed amounts - this would be very helpful if you need to set rules for discounts.

    6 votes

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    0 comments  ·  Rules  ·  Admin →
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  17. A Partner asked if there is a report that they can pull that shows which expenses had errors when publishing.

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
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  18. Have more tier plans between tier 80 users and tier 500 users

    1 vote

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    0 comments  ·  Direct  ·  Admin →
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  19. 2 requests please:
    1. Add Azure AD (Azure Entra ID) as a SSO provider.
    2. Add the ability to use FIDO2 devices. We use Yubikeys through DUO for our firm's MFA solution. I know that I can use the DUO app as one of your SSO options but the folks that use Yubikeys are dead in the water for your product.
    Thanks,

    2 votes

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  20. 7 votes

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