Settings and activity

14 results found

1. Option to make the description field mandatory

   35 votes

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   2 comments  ·  Prepare » Mobile  ·  Delete…  ·  Admin →
   Julie Snight supported this idea  ·  Aug 16, 2022

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

   254 votes

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
   Julie Snight supported this idea  ·  Jun 7, 2022

3. US date formats

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   214 votes

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   Under Review  ·  11 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
   Julie Snight supported this idea  ·  Apr 12, 2022

4. Ability to Customize/Add Extraction Fields

   53 votes

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   5 comments  ·  Prepare » Extraction  ·  Delete…  ·  Admin →
   Julie Snight supported this idea  ·  Apr 8, 2022

5. option to edit supplier names or delete the suppliers

   12 votes

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   1 comment  ·  Prepare » Rules  ·  Delete…  ·  Admin →

6. Send notification when items are merged

   40 votes

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   Under Review  ·  1 comment  ·  Prepare » Notifications  ·  Delete…  ·  Admin →
   Julie Snight supported this idea  ·  Aug 9, 2021

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

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   91 votes

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   15 comments  ·  Prepare » Item Messaging  ·  Delete…  ·  Admin →
   Under Review  ·  AdminStephen Edginton (Admin, Dext) responded

   We are reviewing how to make this better, thanks for the feedback

   Julie Snight supported this idea  ·  Aug 9, 2021

8. Default Category rule per user or per payment method

   94 votes

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   1 comment  ·  Prepare » Rules  ·  Delete…  ·  Admin →
   Julie Snight supported this idea  ·  Jul 9, 2021

9. Option to turn On/OFF the category and sub category relation in Dext and QBO

   9 votes

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   2 comments  ·  Prepare » Workflows  ·  Delete…  ·  Admin →
   Julie Snight supported this idea  ·  Jul 9, 2021

10. Make fields mandatory before publishing

    152 votes

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    Under Review  ·  18 comments  ·  Prepare » Publishing  ·  Delete…  ·  Admin →
    Julie Snight supported this idea  ·  Jul 9, 2021

11. View only privileges

    29 votes

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    5 comments  ·  Prepare » User Access Controls  ·  Delete…  ·  Admin →
    Julie Snight supported this idea  ·  Jul 9, 2021

12. User Restrictions

    362 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

    Julie Snight supported this idea  ·  Jul 9, 2021

13. Sub-categories in Categories

    24 votes

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    1 comment  ·  Prepare » Categories  ·  Delete…  ·  Admin →
    Julie Snight supported this idea  ·  Jul 9, 2021

14. Highlight items causing errors in an Expense Report

    11 votes

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    0 comments  ·  Prepare » Expenses  ·  Delete…  ·  Admin →
    Julie Snight supported this idea  ·  Jul 9, 2021