1633 results found
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7 votes
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Prevent statements being published to QuickBooks
Stop client publishing supplier statements to QuickBooks
2 votes -
Transfer items between users & accounts
I would like to be able to move incorrectly uploaded items from one user to another within an account or within different ones. This is particularly key for my clients with multiple entities
54 votes -
Disable payment method extraction & auto-creation for certain clients
I would like to be able to prevent certain client's items from auto-creating a new payment method.
My client writes the cheque number on the invoice, and ALL of these cheques are showing up as new payment methods
For some of our clients we only process our client's bills so Payment Methods are confusing & distracting. For others we have specific payment accounts that we'd like to be able to set up and use but all the extra payment methods being created, especially from all the personal cards, make it much harder to use the system
55 votes -
5 votes
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Client names on consolidated Billing - feature request for Dext Commerce
Option to add client names onto consolidated billing
2 votes -
Summary number of clients in "filtered" practice dashboard view
Under Practice Analysis -> Practice Dashboard, add a subtotal or "count/sum" bubble for filtered view. currently there is only the count bubble for "all clients" "my clients" and "favourites". for example, filter by healthscore >75, the number of clients meeting this criteria changes all the time and we just need a quick flash number every day
2 votes -
Ability to integrate with Navision
Ability to integrate with Navision
4 votes -
Feature Improvement: Auto Exports multiple rulesets
Allowing different rules for different accounts with Auto Exports.
1 vote -
Integration: CPACharge
Add CPACharge as an integration.
This is a payment services provider for accountants.
https://www.cpacharge.com/1 vote -
Purchase order match for Approval max and Approval max for QBO
Purchase order match for Approvalmax integrated clients
10 votes -
12 votes
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Publish bank statements directly to the accounting software
Being able to directly publish bank statements upon having them extracted.
50 votes -
Extract data from xls and xlsx files
Extract data from receipts/invoices that comes to Receipt Bank as xls or xlsx files i.e. excel tables.
46 votes -
Freeagent multiple currencies
The ability to publish multiple currencies to Freeagent, instead of having the currency converted to the base currency.
9 votes -
Ability to filer items based on their rebillable status
Show an check-box in the Filter option for the re-billable status of the items
5 votes -
Simultaneous Advanced search for Inbox & Archive
Can you please make it so that when you use Advanced search there's an option to search both the Inbox & Archive? This would make it so much easier to find items within accounts
41 votes -
Feature Improvement: Auto Exports Toggle
Have a toggle on the front page of Auto Exports to make it active vs inactive instead of having to go into the configuration settings
1 vote -
Integration: Tyro
Add POS and ecommerce ystem Tyro
1 vote -
Integration: The Iconic
Add integration to AU ecommerce website The Iconic
1 vote
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