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12 results found

  1. User Restrictions

    372 votes

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    33 comments  ·  Join our feedback community  ·  Admin →
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    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

    4 votes

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

    2 votes

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    Anna Carey supported this idea  · 

  4. Multiple Category

    2 votes

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  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

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    Anna Carey supported this idea  · 

  6. Improved Autocategorisation

    4 votes

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  7. Category Assign per document description

    1 vote

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  8. Global Supplier Rule Editing Across Clients

    2 votes

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  9. Multiple Supplier rules for one supplier

    250 votes

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    Under Review  ·  15 comments  ·  Join our feedback community  ·  Admin →
    Anna Carey supported this idea  · 

  10. Ability to export the supplier list and supplier rules

    109 votes

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

    6 votes

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  12. Transfer items between users & accounts

    63 votes

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