1525 results found
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Limit what users can publish to a certain amount
We are wanting the employee to be able to only approve any invoices that relate to her department with up to a $5k limit. We want to limit the dollar value an employee can approve an invoice for. Ie if the invoice is over $5k they can't publish it
2 votes -
Include a link to the already existing item
For error message saying the document was rejected because it already exists in the account - if in the error message it can include a link to the previously uploaded document.
6 votes -
Ability to export images/PDF files with a specific file name format for example - MM-DD-YYYY_Vendor_Amount
Ability to export images/PDF files with a specific file name format for example - MM-DD-YYYYVendorAmount
8 votes -
Net Amount option as Flexible Column
Have the option in settings to show a column with “net amount”.
6 votes -
Email Request Paperwork to Users
Instead of Paperwork Requests via mobile app only, an option to email Paperwork Requests via users emails.
13 votes -
Show the Matched status in the CSV when exporting transactions/statements
Show the Matched status of items when downloading the separate transactions or the bank statements.
3 votes -
Extract Job/Order Number from invoice as description
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
22 votes -
Archive bank accounts
archive the bank accounts that have already been closed and are no longer useful, to clear up the view
11 votes -
Domestic Reverse Charge (DRC) on Sales Items for Sage Accounting
Have the option to apply DRC to Sales items when the account is integrated with Sage Accounting
5 votes -
4 votes
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2 votes
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add class to expense report
The ability to add "Class" as a main field in an Expense Report
5 votes -
Log in with Microsoft SSO
Have the option to log in with a Microsoft SSO
5 votes -
Ability to enter Purchase Number for MYOB
Ability to enter purchase no for each invoice as required in MYOB - currently with no option available, MYOB is just autonumbering it
7 votes -
Extract Sales payments- Export to exact Sage Account
Extract payments from bank statement.
Allow them to be coded up manually with say Account no. Then export each coded transaction to the relevant account in Sage as a SA. This then allows user to match SA against invoices in Sage2 votes -
Search/Advanced Search improvement
The Advanced Search feature should show up on the search function as soon as you go into the supplier list, not once you go into the archive view for a specific supplier. It would be nice to search ALL entries for a particular date range either by all users or a particular user. You can do it once you go into a specific supplier archive view and just remove the supplier name at the top, put in the date range, and user name but it should be easier to find than that. I would like to be able to search…
7 votes -
PDF page arrangement/editing
To be able to manually rearrange, add or delete pages from a pdf once uploaded. For example, merging files does that, but you can't control which page goes first, and sometimes you may need to delete or replace a page or whole document but to retain the other data associate with the invoice/etc. Using a third party tool to do it and then delete and replace the file in Dext seems an extra step that could be avoided.
17 votes -
Bulk Edit more fields for Sales items
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.4 votes -
Rules for multiple tax rates for a single item
If an invoice has both zero-rated and 20% VAT it won't pick that up.
3 votes -
Restrict Basic user to unarchive options
Restrict Basic users from being able to unarchive items and Expense reports.
5 votes
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