1689 results found
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Option to remove unneeded fields in Line Items
Primary columns in Line items. I don’t want Location, Quantity or Unit Price.
4 votes -
Ability to edit Integration settings for your clients in Bulk
Ability to edit Integration settings for your clients in Bulk
4 votes -
Publish images to QuickBooks Desktop
Publish the item's image alongside the document info to QuickBooks Desktop
4 votes -
Admin User with Request Data Option
Admin users able to request supporting paperwork for transactions without being added to Partner dashboard/console
4 votes -
4 votes
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Add the document date to the Duplication criteria for invoices
Add the document date to the Duplication criteria for duplicate items.
4 votes -
Confidential invoices
Ability to hide an invoice from other users and let it be accessed by certain ones.
4 votes -
4 votes
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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 -
Report mistake for Costs/Sales items
The ability to report mistake on Costs/Sales items directly in the Item Details page
4 votes -
Expense Reports showing the total amount in different currencies
let's say if the expenses are with different currency, like HKD, USD, RMB, and i want the report can show the total amount of expenses in HKD, USD, RMB separately,
4 votes -
Submission History for Bank Statement Extraction
Can I see who submitted a bank statement for processing as the bank statements no longer appear in the account (deleted).
4 votes -
Auto-splitting for Sales items
Have the Auto-splitting extraction option for Sales items.
4 votes -
CIS subtotal appearing on CIS invoices
CIS subtotal appearing on CIS invoices
4 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 -
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.
4 votes -
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 -
Replies to comments
It would be really useful when a comment is added to a flow, if a reply could be added directly to that comment.
4 votes -
4 votes
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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.
4 votes
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