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13 results found

  1. Set up Vendors/Customers details directly in Dext

    13 votes

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    1 comment  ·  Prepare » Design  ·  Admin →
    Paul Burns shared this idea  · 

  2. User Restrictions

    365 votes

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    30 comments  ·  Prepare » Categories  ·  Admin →
    Paul Burns supported this idea  · 

  3. Make fields mandatory before publishing

    155 votes

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    Under Review  ·  19 comments  ·  Prepare » Publishing  ·  Admin →
    Paul Burns supported this idea  · 
    An error occurred while saving the comment
    Paul Burns commented  · 

    Class for sure! So easy and would save a bunch of issues. In seetings: " Is class mandatory Y/N " When publishing, have a line of code: IF class is NULL and ClassRqd = Yes then error, else publish.

  4. Select the order that items are merged in

    183 votes

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    27 comments  ·  Prepare » Workflows  ·  Admin →
    Paul Burns supported this idea  · 

  5. Transfer items between users & accounts

    52 votes

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    5 comments  ·  Prepare » Other  ·  Admin →
    Paul Burns supported this idea  · 

  6. Supplier rules based on other "IF" rules

    14 votes

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    4 comments  ·  Prepare » Rules  ·  Admin →
    Paul Burns supported this idea  · 

  7. Email-in address to accept multiple pages

    13 votes

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    2 comments  ·  Prepare » Submission Methods  ·  Admin →
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    Paul Burns commented  · 

    Personalized email is the multiple email address, about half way down on this link: https://help.receipt-bank.com/hc/en-us/articles/203138481-How-to-Submit-Items-by-Email

  8. View only privileges

    30 votes

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    5 comments  ·  Prepare » User Access Controls  ·  Admin →
    Paul Burns supported this idea  · 

  9. Send notifications when bank statements have been processed

    21 votes

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    1 comment  ·  Prepare » Notifications  ·  Admin →
    Paul Burns supported this idea  · 

  10. Search through the new Inbox/Archive view

    9 votes

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    0 comments  ·  Prepare » Design  ·  Admin →

  11. Publishing partially taxed GST or PST only invoices with second tax extraction turned on

    18 votes

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    0 comments  ·  Prepare » Extraction  ·  Admin →

  12. US date formats

    217 votes

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    Under Review  ·  11 comments  ·  Prepare » Other  ·  Admin →

  13. Project visibility in Expense Reports

    18 votes

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    Under Review  ·  1 comment  ·  Prepare » Expenses  ·  Admin →