Settings and activity

16 results found

1. Ability to turn certain fields off

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   0 comments  ·  Prepare » Design  ·  Delete…  ·  Admin →
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   Jim Stevens shared this idea  ·  Aug 22, 2024

2. Make fields mandatory before publishing

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   Under Review  ·  18 comments  ·  Prepare » Publishing  ·  Delete…  ·  Admin →
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   Jim Stevens supported this idea  ·  Aug 22, 2024

3. A place to store contracts, W9s, etc

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   0 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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   Jim Stevens shared this idea  ·  Aug 8, 2024

4. Integrate with Sharefile

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   0 comments  ·  Prepare » Integrations  ·  Delete…  ·  Admin →
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   Jim Stevens shared this idea  ·  Aug 8, 2024

5. Bank feed for Bill(.com) Spend & Expense (Foremerly Divvy)

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   0 comments  ·  Prepare » Integrations  ·  Delete…  ·  Admin →
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   Jim Stevens shared this idea  ·  Jul 24, 2024

6. Option to hide irrelevant fields

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   0 comments  ·  Prepare » Design  ·  Delete…  ·  Admin →
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   Jim Stevens supported this idea  ·  Jul 24, 2024

7. Rebill option as a supplier rule

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   6 comments  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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   Jim Stevens commented  ·  May 20, 2024  ·  Delete…

   In Supplier Rules, I would like the option to "Mark as rebillable" by default, thanks

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   Jim Stevens supported this idea  ·  May 20, 2024

8. Allow More than 11 Characters on the Document Reference Field for QuickBooks Desktop Integrated Accounts

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   0 comments  ·  Prepare » Publishing  ·  Delete…  ·  Admin →
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   Jim Stevens shared this idea  ·  Dec 27, 2023

9. Location based email notification timing

   16 votes

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   0 comments  ·  Prepare » Communications  ·  Delete…  ·  Admin →
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10. Be able to choose if the body of the email or the attachments will be extracted

    9 votes

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    2 comments  ·  Prepare » Extraction  ·  Delete…  ·  Admin →
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    Jim Stevens supported this idea  ·  Jul 5, 2023
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    Jim Stevens commented  ·  Jun 9, 2022  ·  Delete…

    I need the option to have the body of emails go with receipt attachments because many of our clients forward receipts and write what the receipt is for in the body of the email. Thanks

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11. Option to make the description field mandatory

    35 votes

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    2 comments  ·  Prepare » Workflows  ·  Delete…  ·  Admin →
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    Jim Stevens supported this idea  ·  Jul 13, 2022

12. Edit more fields before sending the items for processing from the Mobile App

    29 votes

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    3 comments  ·  Prepare » Workflows  ·  Delete…  ·  Admin →
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    Jim Stevens supported this idea  ·  Jan 3, 2022

13. Extract item description

    128 votes

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    In Testing  ·  5 comments  ·  Prepare » Extraction  ·  Delete…  ·  Admin →
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14. Add and edit Suppliers in the mobile app

    33 votes

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    1 comment  ·  Prepare » Mobile  ·  Delete…  ·  Admin →
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    Jim Stevens supported this idea  ·  Jan 3, 2022

15. Make fields required before submitting in Mobile App

    52 votes

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    2 comments  ·  Prepare » Mobile  ·  Delete…  ·  Admin →
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16. Ability to edit fields pre-submission (in particular Category)

    38 votes

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    0 comments  ·  Prepare » Workflows  ·  Delete…  ·  Admin →
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