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1634 results found

  1. 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

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  2. 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.

    3 votes

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  3. 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

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    1 comment  ·  Admin →
  4. Reminder to the user that uploaded the item to select a category

    3 votes

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  5. Classes in QuickBooks Online are called 'Projects' in Dext with the Approval Max to QBO integration. It should be 'Class', why give it a different name?

    3 votes

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  6. Show the exact date an item was submitted in the item history of recent items instead of "last Monday"

    3 votes

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    1 comment  ·  Admin →
  7. Archiving option for paperwork match via System settings

    3 votes

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  8. Assign Class when submitting via email.

    3 votes

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  9. Add a field for secondary tax rate in line items so we can split a tax with 'Extracted Amount' correctly. Otherwise right now QuickBooks calculates is automatically based on the tax rate percentage and the amounts are not correct.

    3 votes

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  10. Have the option to set rules/defaults for Expense Reports like default payment method or default publishing destination

    3 votes

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    1 comment  ·  Admin →
  11. I would like te export everything on this page layout to PDF

    3 votes

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    1 comment  ·  Admin →
  12. Ability to add cost items to monthly reports.

    3 votes

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  13. 3 votes

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    1 comment  ·  Admin →
  14. Option to purchase additional bundles for Line Item extraction. Currently the highest plan does not cover the needed documents for Line Item Extraction and would be great if there was an option to purchase additional bundles to cover the needed limit

    3 votes

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    Under Review  ·  1 comment  ·  Admin →
  15. As some browsers suggest that notes can be left on the items Details page, (its PDF) we would like to be able to save those notes so they can remain on the item.

    3 votes

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    1 comment  ·  Admin →
  16. It would be nice and time saving on my part if we could bulk transaction with by suppliers and tax codes as in Canada we have different tax code by provinces and need to currently change them. Other thing it woud be nice to extract the city or province in which the expense was place, and ig we could sort them, this would help save time, and make sure the tax code is properly inputed.

    3 votes

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  17. When using Bank Match with Xero, upon autofilling the information the “Publish to” destination will always default to Purchases. Can we also publish Bank Match autofilled items to Bank Accounts?

    3 votes

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    1 comment  ·  Admin →
  18. Have the option to get a summary of all item history within the account into one report that is downloadable.

    3 votes

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    Under Review  ·  Anonymous responded

    Hi,


    Thank you for your feedback


    I thought I would highlight we have the submission history page. In the left hand menu, if you navigate to My profile, and you will see submission history in the expanded menu.


    We are looking at improving this, and adding functionality so will leave this ticket under review. Please do provide any further feedback in the meantime.

  19. 3 votes

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  20. It would be great to have a CIS function so that when the invoice goes into the accounting software the deduction is already made and doesn't have to be entered manually.

    3 votes

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    Under Review  ·  1 comment  ·  Admin →
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