1681 results found
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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
64 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
54 votes -
Integration: Plus500
Integration with cryptocurrency platform Plus500.
1 vote -
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.
55 votes -
Export audit trail
Audit history or trail of which user accessed or last exported transactions. Request is based on security/risk averse sentiment.
2 votes -
Freeagent multiple currencies
The ability to publish multiple currencies to Freeagent, instead of having the currency converted to the base currency.
12 votes -
Auto-Crop Receipts
Please add the ability to automatically crop receipts. Possibly with auto-rotating and resizing. Machine learning can greatly simplify/assist in this.
17 votes -
Single User Business Plan
Single user plan
11 votes -
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 -
Display recent categories first
Display the categories as most recently used first.
9 votes -
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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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 -
1 vote
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