1647 results found
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Highlight where extracted data has come from.
It would be useful if you could possibly highlight where certain bits of data have been picked up from. E.g. the date/amount/invoice number on the photo of the receipt/invoice would be highlighted. This would just make it easier when checking through a lot of invoices before publishing.
4 votes -
Matching expenses to CC statement after item has been added to Expense Report
When looking at a credit card statement under Bank it would be great to see a match even if the item is in an expense report already. It would also be very useful to see a column that showed 'Expense completed' or 'Expense Waiting etc to show if the credit card statement has been reconciled to the expenses.
4 votes -
Add "Customer Remittance" as an option for a Sales Item type.
Add "Customer Remittance" as an option for a Sales Item type.
4 votes -
Have a dismissed this flow tab in each section
Have a tab on each section for items dismissed in this flow rather than them going into the dismissed section with previously dismissed items.
4 votes -
Ability to edit Integration settings for your clients in Bulk
Ability to edit Integration settings for your clients in Bulk
4 votes -
4 votes
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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 -
Option to submit multiple files which are a single item via the Web app
When you upload multiple files through the direct submission method - have an option for the system to process them as a single item. Like the Combine mode in the Mobile app
4 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.
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 -
CIS subtotal appearing on CIS invoices
CIS subtotal appearing on CIS invoices
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
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