Settings and activity

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1. Select the order that items are merged in

   168 votes

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

   We are looking to make this possible, thanks for the suggestion

   Alan Cherwinski supported this idea  ·  Dec 11, 2023

2. Option to add types to the "Document Type field"

   14 votes

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   5 comments  ·  Prepare » Extraction  ·  Delete…  ·  Admin →
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   Alan Cherwinski commented  ·  Dec 14, 2022  ·  Delete…

   Allow users to customize the pick list of "Types" under resources. At the very least add a new type which could be understood to a contract or SOW. Needing to keep the contracts in a separate repository unconnected to the invoices is not a good design.

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   Alan Cherwinski supported this idea  ·  Dec 14, 2022