Skip to content
← Have an idea? We’d love to hear it

Settings and activity

13 results found

  1. User Restrictions

    368 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    31 comments  ·  Join our feedback community  ·  Admin →
    An error occurred while saving the comment
    Anna Carey commented  · 

    to add to this .. would love to be able to toggle by category type per user, not just accounts. ie. a user internal team member or extrernal would be limited to only posting to EXPENSE accounts, and not SALES, LIABILITIES, etc.

    Anna Carey supported this idea  · 

  2. limit the ability of users to be able to add a category

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Join our feedback community  ·  Admin →
    Anna Carey supported this idea  · 

  3. Switch on or off nominal categories for Expenses or Users, and not just the inbox as whole

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Join our feedback community  ·  Admin →
    Anna Carey supported this idea  · 

  4. Multiple Category

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Join our feedback community  ·  Admin →
    Anna Carey supported this idea  · 

  5. assign the account not just based on supplier, but also on email content (e.g. if supplier = DHL AND cotains "Duty" --> Add account "duties"

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Join our feedback community  ·  Admin →
    Anna Carey supported this idea  · 

  6. Improved Autocategorisation

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Join our feedback community  ·  Admin →
    Anna Carey supported this idea  · 

  7. Category Assign per document description

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Join our feedback community  ·  Admin →
    Anna Carey shared this idea  · 

  8. Global Supplier Rule Editing Across Clients

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Join our feedback community  ·  Admin →
    Anna Carey shared this idea  · 

  9. Auto Rename Suppliers

    17 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Join our feedback community  ·  Admin →
    Anna Carey supported this idea  · 

  10. Multiple Supplier rules for one supplier

    244 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Review  ·  14 comments  ·  Join our feedback community  ·  Admin →
    Anna Carey supported this idea  · 

  11. Ability to export the supplier list and supplier rules

    104 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    8 comments  ·  Join our feedback community  ·  Admin →
    Anna Carey supported this idea  · 

  12. If this, then Global Supplier rules to reduce duplicate supplier creation

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Join our feedback community  ·  Admin →
    Anna Carey supported this idea  · 

  13. Transfer items between users & accounts

    52 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  Join our feedback community  ·  Admin →
    Anna Carey supported this idea  · 
    An error occurred while saving the comment
    Anna Carey commented  · 

    I would like to be able to move a cost item from Inbox from one client to another. We manage multiple franchise locations and sometimes the costs are submitted to the wrong location.