1795 results found
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Workflow Max Integration
Our current process is to create a supplier purchase order in Workflow max. When the supplier sends an invoice for completed work (that contains PO number) we mark the PO as received in WFM. this creates a draft invoices in Xero (which is integrated with WFM) which we review and approve. Is it possible to mark the Purchased as received based on receiving the invoice from supplier?
3 votes -
Option to hide irrelevant fields
Option to hide fields that aren’t used by the client - eg. none of our clients use Customer or Product/Service fields. I’d prefer to be able to switch them off rather than say “just ignore those”
11 votes -
Supplier Drop Down Menu
With the drop down menu for the Supplier , any chance this could start from the letter of the alphabet that the Supplier has defaulted to i.e. we have 3 different restraunts so we have set up 1 for each resturaunt with the resturaunt name at the end . Currently you have to retype the supplier name to start the search . and we do this for several of our suppliers - Hope this makes sense :-)
1 vote -
default expense approver per user
default expense approver per user
4 votes -
AMAX - Rename "Projects" and "Projects 2" to "Classes" and "Locations"
Classes in QuickBooks Online are called 'Projects' in Dext with the Approval Max to QBO integration. It should be 'Class', why give it a different name?
3 votes -
Net Amount option as Flexible Column
Have the option in settings to show a column with “net amount”.
2 votes -
option to purchase bundles for additional line items
Option to purchase additional bundles for Line Item extraction. Currently the highest plan does not cover the needed documents for Line Item Extraction and would be great if there was an option to purchase additional bundles to cover the needed limit
3 votes -
3 votes
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5 votes
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2 votes
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Invoice payment
It would be great to add a button (Funds Received) to the sales section. When uploading invoices, it would be good to select whether the customer paid or not. same like in the cost section. Thank you
1 vote -
1 vote
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Hide Sales options for users who only submit expense reports
Hide sales for expense report submitters only
4 votes -
1 vote
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Delivery Docket csv/upload
To create a delivery/collection report list.
At our company we have delivery dockets, which we only need the customer, date of delivery/collection, the product type, and product quantity.1 vote -
1 vote
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Usage of document extraction on 'Dashboard' page
The customer gave feedback that the usage of the account is way more accessible in the 'Dashboard' page as it was before.
1 vote -
1 vote
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Ability to add a password protection to client accounts
Ability to add a password protection to client accounts - I would like to be able to require a password should i wish to click into one specific client
1 vote -
Customize Line Items order in CSV Exports
We would like to be able to have a CSV Line Items format that allows us to customize the order of the Line Items themselves
1 vote
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