1920 results found
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1 vote
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Extract Receipt Number from receipts and populate the document reference field
Please extract the Receipt Number for the Receipt type of documents, just like with the invoice number for Invoices, and put it in the Document Reference field. Currently, it leaves the Document Reference blank - e.g., all Telstra receipts.
1 vote -
Universal Customer Rules
Ability to set Universal Customer rules for new and existing customers.
"Using the smart split option with supplier rules is very effective as you dont have many suppliers and each supplier has large number of transactions so it makes it worthwhile.
However with customers, they are usually unique, its a bit redundant setting smart split rules for customers due to 1-3 transactions per customer for most businesses. "1 vote -
4 votes
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1 vote
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Save the highlighted texts on item's PDFs/Images
Have the option to save highlighter text on the item's image
2 votes -
2 votes
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Publish Sales items as Customer Payments to QBD
We want to be able to publish Sales documents as Customer Payments to QBD. Currently they can only be published as Sales Receipts.
1 vote -
Products/Services from Bill.com
Ability to pull the Products/Services from Bill.com, assign them to items, and publish those to the accounting software.
1 vote -
Users to be set to see only particular User's items.
The ability to restrict or allow Users to see the submissions of other Users but not all or only their own.
Item access of one User only to another particular User.
13 votes -
Set rules for Expense Reports
Have the option to set rules/defaults for Expense Reports like default payment method or default publishing destination
3 votes -
Generate Expense Report showing multiple items in the Bank Statement/Credit Card statement
how I can generate multiple expense items in an expense report coming from a single credit card statement
2 votes -
Not Processing certain items such as Supplier Statements
A Feature that detects items/ PDF's that are not purchase invoices or receipts - e.g. doesn't not process statements, remittances, delivery notes, other misc docs etc
2 votes -
File Storage option to specify location on drive for backups
File Storage feature update to allow us to choose the preferred location on the drive to save the Dext folders.
3 votes -
Match multiple items to a single transaction (Bank Match)
Have the option match multiple items in the Inbox to a single transaction in the Bank Feed of the accounting software.
1 vote -
Improve system extraction ability for supplier names
Train the system to extract supplier names based on other data aside from the logo written on the invoice eg. if it comes from one particular email we can set it to know it is one particular supplier
10 votes -
A report in order to view future Repeating Flows
Would like to see future repeating flows in order to plan workload
2 votes -
PDF export of page
I would like te export everything on this page layout to PDF
3 votes -
Missing paperwork report - include bank account in report
Missing aperwork report - Add column to indiciate which bank account the transaction was in. Also, option to include column showing any comments as per Xero discuss tab.
2 votes -
add other columns to transaction exports
Export in Transactions should have an option to include the other columns - e.g. Match and esp Requested paperwork
2 votes
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