Settings and activity

11 results found

1. Identify overlapping bank statement transactions

   10 votes

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   1 comment  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Nicole Stanforth supported this idea  ·  December 28, 2023

2. Automatically send Paperwork Requests to Clients for Transactions/Items without a Match.

   3 votes

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Nicole Stanforth supported this idea  ·  December 28, 2023

3. Matching expenses to CC statement after item has been added to Expense Report

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Nicole Stanforth supported this idea  ·  December 28, 2023

4. Bank Notifications

   2 votes

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Nicole Stanforth supported this idea  ·  December 28, 2023

5. Cash transactions without receipt

   3 votes

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Nicole Stanforth supported this idea  ·  December 28, 2023

6. flag missing bank statement pages instead of rejecting the whole file

   8 votes

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   3 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Nicole Stanforth supported this idea  ·  December 28, 2023

7. Archive bank accounts

   8 votes

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Nicole Stanforth supported this idea  ·  December 28, 2023

8. Request Paperwork for Direct users

   5 votes

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Nicole Stanforth supported this idea  ·  December 28, 2023

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

   242 votes

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Nicole Stanforth supported this idea  ·  December 28, 2023

10. Select the order that items are merged in

    142 votes

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

    We are looking to make this possible, thanks for the suggestion

    Nicole Stanforth supported this idea  ·  December 28, 2023

11. Using the Tab key to navigate through fields

    19 votes

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    2 comments  ·  Prepare » Design  ·  Delete…  ·  Admin →
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    Nicole Stanforth supported this idea  ·  June 13, 2022
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    Nicole Stanforth commented  ·  June 13, 2022  ·  Delete…

    Please make line entry easier by being able to consistently use tab instead of stopping to click on a drop down list. :-)

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