I just tested this for myself and the wording seemed inappropriate. It said "Your bookkeeper has requested some paperwork from you to save you money!" This is the 'pop up notification' you see on the mobile app.

I don't think this is applicable to all scenarios. Perhaps this wording shoud be changed to something a bit more generic or even better, allow us to change the wording.

Also, I tested this with a bank receipt transaction from the bank area. but in the app, under paperwork requests it says 'your bookkeeper has identified a purchase that needs paperwork'. the notification engine should work out whether the transaction in question is a banking or a payment and change the wording accordingly.

Also in the app, the client cannot see previous paperwork requests. once the relevant document has been uploaded, the request vanishes. maybe a history should be kept and available for review by both the accountant and the client

The ability to customise the email sent to the supplier. Currently as it stands, the email address to send the paperwork to could look suspicious to bigger supplier organisations, and sometimes they require the account number before they send the paperwork. It would be great if we could customise the email to add additional information.

for the request paperwork report - could we design our own email template instead of changing it each time
also the date format should be changeable as it not correct at the moment thanks

On Dextension would it possible to create your own template email format when using the request paperwork feature? It would be nice to be able to customise font, size etc as well as automatically populate the clients name instead of "client"

Have the ability to change the format of the email or utilise a firm specific template for the email