Settings and activity

13 results found

1. No of flagged items column to be added

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   0 comments  ·  Prepare » client list  ·  Delete…  ·  Admin →
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   Michel Lemieux supported this idea  ·  Oct 5, 2024

2. Date quick selection

   3 votes

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   0 comments  ·  Prepare » Design  ·  Delete…  ·  Admin →
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   Michel Lemieux shared this idea  ·  Feb 3, 2024

3. Option to hide irrelevant fields

   10 votes

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   0 comments  ·  Prepare » Design  ·  Delete…  ·  Admin →
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   Michel Lemieux supported this idea  ·  May 8, 2023

4. Note notification : add a little circle next to the note header when there is a note in the item so we know there is a note.

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   0 comments  ·  Prepare » Design  ·  Delete…  ·  Admin →
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   Michel Lemieux shared this idea  ·  May 5, 2023

5. Enter supplier name string OR exact value of transaction in search box. just like QBO

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   0 comments  ·  Prepare » Design  ·  Delete…  ·  Admin →
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   Michel Lemieux shared this idea  ·  May 5, 2023

6. Default Category rule per user or per payment method

   92 votes

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   1 comment  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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7. Be able to delete a user rather than suspending them

   11 votes

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   1 comment  ·  Prepare » Other  ·  Delete…  ·  Admin →
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8. Flexible Columns in the Suppliers tab bulk edit supplier rules

   18 votes

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   0 comments  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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   Michel Lemieux supported this idea  ·  Dec 6, 2022

9. Ability to create items in the absence of an actual document

   23 votes

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

   We are looking to support Quotes/invoices and manual items thanks for the feedback

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   Michel Lemieux commented  ·  Dec 6, 2022  ·  Delete…

   Create an item in the inbox without extracting a document

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   Michel Lemieux supported this idea  ·  Dec 6, 2022

10. sorts category list by number or description and add search box

    8 votes

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    0 comments  ·  Prepare » Categories  ·  Delete…  ·  Admin →
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    Michel Lemieux shared this idea  ·  Nov 1, 2022

11. Ability to export the supplier list and supplier rules

    53 votes

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    1 comment  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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    Michel Lemieux supported this idea  ·  Aug 18, 2022
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    Michel Lemieux commented  ·  Aug 18, 2022  ·  Delete…

    Supplier rules:
    Have a list of clients where we could see. column per column: client name, Category, tax code, currency . . . . so we could quickly see what suppliers are missing input fields. Lists could be sortable by column and with filter.

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12. Put Different Colour Flags

    53 votes

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    Under Review  ·  4 comments  ·  Prepare » Workflows  ·  Delete…  ·  Admin →
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    Michel Lemieux supported this idea  ·  May 19, 2022

13. Supplier rules based on other "IF" rules

    13 votes

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    4 comments  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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