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Settings and activity

37 results found

  1. Default Duplicate Settings

    9 votes

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    0 comments  ·  Prepare » Other  ·  Admin →
    Laura Dempster supported this idea  · 

  2. Send user an email for Paperwork Requests

    13 votes

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    0 comments  ·  Prepare » Notifications  ·  Admin →
    Laura Dempster supported this idea  · 

  3. Ability to turn on 2FA for all users

    12 votes

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    0 comments  ·  Prepare » Other  ·  Admin →
    Laura Dempster supported this idea  · 

  4. Customisable email invite

    29 votes

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    3 comments  ·  Prepare » Onboarding  ·  Admin →
    Laura Dempster supported this idea  · 

  5. Select the order that items are merged in

    181 votes

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    26 comments  ·  Prepare » Workflows  ·  Admin →
    Laura Dempster supported this idea  · 

  6. User Restrictions

    362 votes

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    30 comments  ·  Prepare » Categories  ·  Admin →
    Laura Dempster supported this idea  · 

  7. Rejected Items folder

    282 votes

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    21 comments  ·  Prepare » Other  ·  Admin →
    Laura Dempster supported this idea  · 

  8. Assign Class when submitting via email.

    3 votes

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    0 comments  ·  Prepare » Submission Methods  ·  Admin →
    Laura Dempster supported this idea  · 

  9. Correct/Edit Missing Paperwork list of transactions

    5 votes

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    0 comments  ·  Prepare » Other  ·  Admin →
    Laura Dempster supported this idea  · 

  10. Clients to be able to view item messaging via the web app as well

    92 votes

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    15 comments  ·  Prepare » Item Messaging  ·  Admin →
    Laura Dempster supported this idea  · 

  11. Outstanding Paperwork reports History

    6 votes

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    0 comments  ·  Prepare » Other  ·  Admin →
    Laura Dempster supported this idea  · 

  12. Review Paperwork requests via the Web app

    13 votes

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    4 comments  ·  Prepare » Other  ·  Admin →
    Laura Dempster supported this idea  · 

  13. Bank Match for Credit Notes/Refunds (negative amounts)

    254 votes

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    0 comments  ·  Prepare » Bank  ·  Admin →
    Laura Dempster supported this idea  · 

  14. Meals and Entertainment Tax Code, Changing Tax Codes Within 'Extracted Tax'

    13 votes

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    0 comments  ·  Prepare » Expenses  ·  Admin →
    Laura Dempster shared this idea  · 

  15. Publishing partially taxed GST or PST only invoices with second tax extraction turned on

    18 votes

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    0 comments  ·  Prepare » Extraction  ·  Admin →
    Laura Dempster supported this idea  · 

  16. No tax extraction on foreign currency items

    22 votes

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    2 comments  ·  Prepare » Extraction  ·  Admin →
    Laura Dempster supported this idea  · 

  17. Transfer Clients to another accountant/ remove clients

    20 votes

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    2 comments  ·  Prepare » Other  ·  Admin →
    Laura Dempster supported this idea  · 
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