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1914 results found

  1. Exporting completed workflows. This would allow us to easily monitor what flows have been completed in a month and then go back and review the quality of work done.

    2 votes

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  2. 1 vote

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    1 comment  ·  Admin →
  3. Would like to be able to upload via Google Drive or Microsoft SharePoint, not just DropBox. A lot of clients use these platforms.

    3 votes

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  4. Foreign currency expenses are not able to get a match even if the converted local currency amount is the same.

    2 votes

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  5. 1 vote

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  6. The transactions >£1k without an attachment VAT check, would be great if you could run this across all clients in a dashboard

    1 vote

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  7. When adding practice users, complete title (drop down list) and dept (checkbox:accs, vat, bookkeeping etc) to help with email campaigns

    1 vote

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  8. To be able to submit and upload items with ICS format.

    1 vote

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  9. 1 vote

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  10. To be able to create a report that will display the Bills, Sales, Bank and etc in a quarterly basis for all of the clients.

    4 votes

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  11. Creation of Annual Expense Report

    1 vote

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    1 comment  ·  Admin →
  12. Remove the "Paid" toggle for QBO integrated accounts as it's is confusing because the "Publish to" determine the location of the items and if it's paid or not.

    2 votes

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  13. Sales line default for all customers rather than creating sales line template for each customer. Majority of customers for some clients are different, however the format of the sales invoice is the same. This would be a big time saving feature that I believe would benefit a lot of bookkeepers and businesses.

    2 votes

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  14. limit the ability of users to be able to add a category, some users should not be able to code their items

    3 votes

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  15. 1 vote

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  16. Link to Dext Prepare to check for outstanding documents in costs inbox

    3 votes

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  17. Supplier tags automatically as USD or CAD

    1 vote

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  18. 2 votes

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  19. Hi - there are a lot of form fields that we don’t use. It would be great if we could customise which form fields were shown as default. That would make things a little quicker and we’d make fewer mistakes, as we’d only display the required fields.

    3 votes

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  20. Can we please add a function where we can tag a project and description when uploading from the web app similar to how you do this via mobile app. It would eliminate the need for us to go back in and add this information once the receipt has moved from "In Processing" to "inbox"

    1 vote

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