24 results found

1. MYOB Pro

   Ability to connect MYOB PRO

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2. Ability to have OCR (Optical Character Recognition) of text in pdfs that do not have selectable text.

   Here’s an example of our workflow for a vendor that submits pdf invoices that have text that is not selectable:
   1. Type was changed from "Other" to "Invoice" by User because the OCR system could not read the word "INVOICE".
   2. Supplier name was set to "[Name of vendor]" by User because the OCR system could not read the lines under "REMIT TO:".
   3. Tax was set to "GST" by User because the OCR system could not read the word GST at line 114.
   4. Category was set to "Shipping and Delivery" by User because the OCR system could not read the lines under "REMIT TO:".
   5. Document reference was set to "292" by User because the OCR system could not read the invoice number shown on the top left corner of the document.
   6. Total amount was changed from "CAD 0.00" to "CAD 4370.76" by User because the OCR system could not read the amount shown under "TOTAL CHARGES:".
   7. Due date was set to "19 Apr 2025" by User because the OCR system could not read the date shown on the document.
   8. Date was set to "12 Apr 2025" by User because the OCR system could not read the date shown on the document.

   Thanks!

   Here’s an example of our workflow for a vendor that submits pdf invoices that have text that is not selectable:
   1. Type was changed from "Other" to "Invoice" by User because the OCR system could not read the word "INVOICE".
   2. Supplier name was set to "[Name of vendor]" by User because the OCR system could not read the lines under "REMIT TO:".
   3. Tax was set to "GST" by User because the OCR system could not read the word GST at line 114.
   4. Category was set to "Shipping and Delivery" by User because the OCR system could not… more

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   0 comments  ·  Request a new feature  ·  Delete…  ·  Admin →

3. Practice users notifications for expense claims and invoices approvals

   At the moment, when we have an approval process set up where the first step involves our internal practice users, they do not receive any email notifications when there is something pending their approval. We’ve confirmed this behavior with your support team, and understand that currently only external users receive such notifications.
   This limitation makes it difficult for our internal team to stay on top of approvals, as the only way to know if action is required is by logging into the platform daily to check manually.
   It would be extremely helpful if internal users could also receive email notifications when they are part of the approval workflow. This would improve efficiency and ensure approvals are actioned in a timely manner.

   At the moment, when we have an approval process set up where the first step involves our internal practice users, they do not receive any email notifications when there is something pending their approval. We’ve confirmed this behavior with your support team, and understand that currently only external users receive such notifications.
   This limitation makes it difficult for our internal team to stay on top of approvals, as the only way to know if action is required is by logging into the platform daily to check manually.
   It would be extremely helpful if internal users could also receive email notifications… more

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4. Test idea 1

   Test comment 1

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