1633 results found
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Have the option to add other Email Recipients for Email Notifications aside from the User linked to the email-in address.
Have the option to add other Email Recipients for Email Notifications aside from the User linked to the email-in address.
6 votes -
QuickBooks – do not show projects marked 'completed'
When I have an expense, I do not want the system to give me the option to post to a project that was marked 'completed' in quickbooks.
Example: I did a project named Anderson 2 years ago. Now I have a new 'Anderson' job, and Dext is still allowing me to post the the Anderson job that was completed 2 years ago.
Solution: Only show 'In Progress' projects.2 votes -
Auto-splitting for Sales items
Have the Auto-splitting extraction option for Sales items.
4 votes -
Permanent removal of item in the submission history
Permanent removal of item in the submission history
5 votes -
CIS subtotal appearing on CIS invoices
CIS subtotal appearing on CIS invoices
4 votes -
Submission date to be added to Cost table
Could you please add submission date as one of the fields/columns for Costs and Expense reports? And possibility to filter by this date as well
5 votes -
Country info field for Suppliers and Customers
Could you please add field for Country of incorporation for Suppliers and Customers? ANd add it as table setting to Inbox and Expense reports too? The country of supplier/customer is vital for taxation purposes
2 votes -
Minor line adjustments
Add a "Minor Adjustment" feature to invoices/line items. Xero have this feature for adjusting for small amounts. Ideal for rounding errors.
5 votes -
Default Zoom Settings
The "Automatic Zoom" doesn't work as anticipated. I have to click the pulldown menu to select "Page Width". Can we have the ability to set this as our default setting?
3 votes -
Link Payment Methods to Categories
It would be great if there's a way to allocate a payment method to a category. For example, all costs with category X are paid in cash and therefore I would like to make it so anything with that category is paid to the cash account.
2 votes -
Add "Managed By" column to main Client View window options
Add "Managed by" column on Client View screen
2 votes -
Add a document to an existing cost/sales file
An option to add an additional document to an existing cost/sales file without having to submit it and merge it.
20 votes -
User Rule for a Supplier
Set a rule for a user which will apply a certain supplier with its rules to the invoice submitted by the user no matter the supplier on the invoice.
4 votes -
12 votes
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Add division from Surf Accounts
I would like to pull division from Surf Accounts
6 votes -
Fully restrict users' access to the practice account
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 -
Unarchiving notifications on items in the inbox
There needs to be an unarchived notification in both the inbox dashboard, as well as an easily visible one within the item. There also needs to be a toggle switch to disallow clients from unarchiving an item.
A client recently unarchived a bunch of items and made a complete disaster of QBO. I didn't know these items were unarchived so deleted them and now only have copies in QBO.
Please please please help prevent this drama for anyone else.
3 votes -
Category field reminder to the user that uploaded it
Reminder to the user that uploaded the item to select a category
3 votes -
2 votes
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Workflow Max: Mark PO as received and match supplier
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?
4 votes
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