Settings and activity

5 results found

1. Default Category rule per user or per payment method

   92 votes

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   1 comment  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Moez Bawania commented  ·  May 25, 2022  ·  Delete…

   Default Category and Xero tracking category by user as well, would be fantastic.

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   Moez Bawania supported this idea  ·  May 25, 2022

2. Make fields required before submitting in Mobile App

   52 votes

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   2 comments  ·  Prepare » Mobile  ·  Delete…  ·  Admin →
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   Moez Bawania supported this idea  ·  Nov 18, 2021

3. Bulk edit suppliers

   79 votes

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   12 comments  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Moez Bawania supported this idea  ·  Nov 18, 2021

4. Dext API Access

   161 votes

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   4 comments  ·  Prepare » Integrations  ·  Delete…  ·  Admin →
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   Under Review  ·  Admindominic.pote (Admin, Dext) responded

   Hi,

   Thank you for your patience on this request, we are discussing this internally.

   However you can use Zapier to Connect Dext Prepare to an accounting software that is not currently supported via our API, help centre article here: https://help.receipt-bank.com/hc/en-us/articles/360033470294-How-Dext-Prepare-and-Zapier-can-work-together

   Best Regards,
   Dom

   Moez Bawania supported this idea  ·  Nov 18, 2021

5. User Restrictions

   357 votes

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

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

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   Moez Bawania commented  ·  Nov 18, 2021  ·  Delete…

   Totally agree, this would be an excellent feature.

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   Moez Bawania supported this idea  ·  Nov 18, 2021