1647 results found
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Add new staff to an Expense Claims approval workflow without restarting the workflow
It is frustrating to have to send all items back to the Inbox if a new staff member is added. Please update so that new staff can be added to the workflow without having to restart it for everyone else.
7 votes -
Default settings for sales
Be able to add a payment type to sales customers,
1 vote -
Separate columns for different tax rates when using line extraction
When there are multiple line items for an invoice, the ability to have different columns for the taxes would be ideal - right now they are lumped into one. For example, a column for GST and PST, so that when I use the extracted amount option, I can input them appropriately for each tax rate.
1 vote -
Add the ability to transfer Supplier statement from the Cost space to the Supplier statement space through the Mobile app
Add the ability to transfer Supplier statement from the Cost space to the Supplier statement space through the Mobile app
1 vote -
Shared Document URL - Access for existing users
Image sharing
Allow sharing of source document images with exports
Include links to the images of source documents when you export items as a CSV file, PDF file or share them via email.This feature is really useful but opens all documents for potential access via the internet by guessing URLs.
As a IS27001 business we can not have this enabled, the link however is useful to staff.
Add a feature so can be Public, Off, Logged in Users only.
This way no existing functionality is broken and the system is more secure.
1 vote -
Upload to Xero 'Files' / 'Documents'
Upload into the Xero files (renamed documents) module within xero, ideally to the correct Xero folder OR host/mirror Xero files within the Dext vault.
1 vote -
2 votes
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Approvals workflow limit should be increased to 100 at least
Hi there
Could I have a limit of 50 approvers increased please.
We are a company of over 30 offices and we need more capacity than just 50 approval workflows.
I would like this limit to be increased to 100 at least as I have 17 new approval workflows to set up at the moment and no availability .Thank you
1 vote -
Approvals - Bulk "Cancel Request" on approved items
My 'approvers' are finding this tool useful to enter the tracking/project and other queries I have on the documents. I have asked them to just add the details without approving, but you know how it is. Sometimes I will still need to edit the details afterward.
2 votes -
Items Under Approval to be shown under the supplier
Hi when an Item is in approval flow, you cant see the item under the supplier if you call the supplier and look for all the items for that supplier. It does not appear in the inbox for supplier. It is really misleading. Please leave the items under inbox until and it gets published or create an 'Under Approval' section within supplier and park the invoices there which are waiting for approval. Currently the invoice vanishes from supplier view when it moves from inbox to waiting for approval stage.
1 vote -
Less Information when Approving bills
My Guys sees alot of information when approval bill making it difficult for them to see the main areas what I want them to see when approving. So just want a customise tab where I can only show - customer , amount, item used and date thats it to them so that they look at it quickly and carefully
1 vote -
Custom CSV file setup for different accounting platforms
Provide a service to create a custom CSV export file for accounting platforms other than the standard ones. As a private club we use Jonas Club Management which only allows for CSV batch uploads with a very specific format. We also need the ability to identify a posting date or date of record that may be different than the invoice date. e.g. We receive an April invoice in July and need it to be posted to the GL in July rather than April without having to change the invoice date.
1 vote -
Line item detail visible to approver
I see that this issue is considered resolved, but the line item detail only shows the first few words of the description, with no apparent way to see all of it without cancelling, reading in Costs, then re-approving. Plus, I need to be able to see which tax code was chosen, not just how much tax in on that line. I have a client where there are two distinct codes that both yield 13% tax, but it matters which one they choose.
1 vote -
Selectively Disable Approve Function in Costs Section Or allow move to Expense Reports
Give us the ability to disable the Approve function for those employees who only submit expense claims. Currently if they mistakenly choose Approve in the Cost window they cannot be moved to Expense reports. Or allow to us to move "approved costs" to an expense report.
3 votes -
Generating a report for pending approvals in excel
While generating the report, I would like to have a dedicated Approval Status column showing the current approval level and approver details.
For example, if there are three approval levels and Level 1 has already approved the request, the report should display:
Level 1: Approved by [Approver Name]
Level 2: Pending with [Approver Name]
Level 3: Pending with [Approver Name]This will clearly indicate which approvals have been completed and which approvers are currently pending action.
2 votes -
Additional flag colours
Please can more flag colours be added.
With the addition of AI Assist, we have been able to validate information way faster, however it would be great if we could use different colour flags to identify which checks an invoice or receipt has failed or passed. The five available colours are a bit limiting when running multiple check with AI Assist.
7 votes -
AI Assist guidance access within accounting practice
I would like to have the ability to limit which users within our accounting practice have access to create, maintain and delete guidance for individual clients. This is currently only available for shared guidance or Core guidance where only admins have access.
2 votes -
Deductions from income for letting fees etc
When you upload a statement it allows you to add in a negative line on a "sales invoice" so that you can reconcile back to the amount actually received. However, when you create a sales invoice from scratch it doesn't seem to allow negative numbers in any of the boxes. Can this be changed to allow this as it is much easier than adding on a sales invoice, then a purchase invoice and matching both against a bank transaction. Thanks
1 vote -
"Move to": improve hierarchy on taskbar
The recent change means too many clicks - move it up at least one level, i.e. move to sales and move to statements would sit directly within the actions header.
1 vote -
AI Assist: Invoice Total from Lines Extracted
Add functionality for AI guidance to add the lines of an invoice in costs and sales (already a feature), then use the total of these extracted lines to become the subtotals, tax and total of the invoice. For example, guidance splits a document based on project, add the items (this gives the unit value), adds the qty from the document, giving the line totals, then the guidance could elect this to populate/overwrite the totals extracted from the document
1 vote
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