Settings and activity

5 results found

1. User Restrictions

   361 votes

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   30 comments  ·  Prepare » Categories  ·  Delete…  ·  Admin →
   Under Review  ·  AdminStephen Edginton (Admin, Dext) responded

   We are exploring the best way to handle more advanced user restrictions

2. View only privileges

   29 votes

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   5 comments  ·  Prepare » User Access Controls  ·  Delete…  ·  Admin →

3. Transfer items between users & accounts

   51 votes

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   5 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →

4. Filter submissions per user in 'Practice Insights'

   1 vote

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   0 comments  ·  Prepare » Practice Insights  ·  Delete…  ·  Admin →

5. Submission History for Bank Statement Extraction

   4 votes

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   1 comment  ·  Prepare » Design  ·  Delete…  ·  Admin →
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   Zyaad Peertum commented  ·  Aug 21, 2023  ·  Delete…

   Anything that would let me know which user submitted the bank statement and the date at a minimum

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   Zyaad Peertum supported this idea  ·  Aug 21, 2023