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11 results found

  1. Due date flip date

    3 votes

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    0 comments  ·  Prepare » Extraction  ·  Admin →
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    Jennifer Lee supported this idea  · 

  2. calendar

    1 vote

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    0 comments  ·  Prepare » Design  ·  Admin →
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    Jennifer Lee shared this idea  · 

  3. Date quick selection

    3 votes

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    0 comments  ·  Prepare » Design  ·  Admin →
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    Jennifer Lee supported this idea  · 

  4. Bulk editing Customer under Sales Workspace

    39 votes

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    Under Review  ·  13 comments  ·  Prepare » Design  ·  Admin →
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    Jennifer Lee commented  · 

    Bulk edit customer rules - be able to make them all the same product, currency and tax rate at the same time

    Jennifer Lee supported this idea  · 

  5. Applying Cash payment method

    13 votes

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    1 comment  ·  Prepare » Workflows  ·  Admin →
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    Jennifer Lee supported this idea  · 

  6. Payment Method Columns not wide enough to show bank account

    5 votes

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    0 comments  ·  Prepare » Design  ·  Admin →
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  7. Select default type of Sales items with Customer rules

    3 votes

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    0 comments  ·  Prepare » Rules  ·  Admin →
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    Jennifer Lee supported this idea  · 

  8. Default Category rule per user or per payment method

    92 votes

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    1 comment  ·  Prepare » Rules  ·  Admin →
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    Jennifer Lee supported this idea  · 

  9. Disable payment method extraction & auto-creation for certain clients

    45 votes

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    3 comments  ·  Prepare » Extraction  ·  Admin →
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  10. Better management of payment methods

    19 votes

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    1 comment  ·  Prepare » Other  ·  Admin →
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  11. Publish group rates to QBO

    32 votes

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    Under Review  ·  5 comments  ·  Prepare » Integrations  ·  Admin →
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    Jennifer Lee commented  · 

    I want to be able to use tax rates that have more than two lines. In QBO, I have tax codes set up for the Public Service Bodies Rebate, and they have 4 lines in them (for the refundable part of each of PST/GST, and the non-refundable part of both as well). I currently can't use that tax rate from Dext. I have to push over the bill, then go into QBO and choose the PSB tax rate there instead. Hubdoc is able to handle PSB tax rates, so I know it can be done.

    Jennifer Lee supported this idea  ·