Settings and activity

55 results found

1. Bulk CSV export Expense Reports showing the Category of each item

   9 votes

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   1 comment  ·  Prepare » CSV Export  ·  Delete…  ·  Admin →
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   Maura Doherty supported this idea  ·  Aug 3, 2022

2. Update the Bulk Edit tool to include Supplier, Payment Method, Paid, Publish To, Currency, Project, Project 2 etc

   33 votes

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   1 comment  ·  Prepare » Workflows  ·  Delete…  ·  Admin →
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   Maura Doherty supported this idea  ·  Aug 3, 2022

3. Bulk Edit Sales Receipts as paid and to which bank account

   3 votes

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   0 comments  ·  Prepare » Submission Methods  ·  Delete…  ·  Admin →
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   Maura Doherty supported this idea  ·  Aug 3, 2022

4. Bulk editing Customer under Sales Workspace

   39 votes

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   Under Review  ·  13 comments  ·  Prepare » Design  ·  Delete…  ·  Admin →
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   Maura Doherty supported this idea  ·  Aug 3, 2022

5. Bulk Edit Supplier names of the invoices in the Inbox

   39 votes

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   7 comments  ·  Prepare » Workflows  ·  Delete…  ·  Admin →
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   Maura Doherty supported this idea  ·  Aug 3, 2022

6. Bulk Edit in the Customers list

   32 votes

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   5 comments  ·  Prepare » User Access Controls  ·  Delete…  ·  Admin →
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   Maura Doherty supported this idea  ·  Aug 3, 2022

7. Bulk edit tax.

   17 votes

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   1 comment  ·  Prepare » Expenses  ·  Delete…  ·  Admin →
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   Maura Doherty supported this idea  ·  Aug 3, 2022

8. Allow client users to initiate messages from the Web App

   17 votes

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   2 comments  ·  Prepare » Item Messaging  ·  Delete…  ·  Admin →
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   Maura Doherty supported this idea  ·  Aug 3, 2022

9. Supplier rules bulk edit

   47 votes

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   2 comments  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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   Maura Doherty supported this idea  ·  Aug 3, 2022

10. Customer Line Item Smart Split

    7 votes

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    2 comments  ·  Prepare » Line Items  ·  Delete…  ·  Admin →
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    Maura Doherty supported this idea  ·  Jul 26, 2022

11. Additional field for payment date and supplier rule option

    27 votes

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    5 comments  ·  Prepare » Publishing  ·  Delete…  ·  Admin →
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    Maura Doherty supported this idea  ·  Jun 14, 2022

12. Clients to be able to view item messaging via the web app as well

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    80 votes

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    12 comments  ·  Prepare » Item Messaging  ·  Delete…  ·  Admin →
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    Under Review  ·  AdminStephen Edginton (Admin, Dext) responded

    We are reviewing how to make this better, thanks for the feedback

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    Maura Doherty commented  ·  Jun 14, 2022  ·  Delete…

    I was really disappointed to learn the messaging and paperwork request functions currently only work via mobile app notifications. Most of my clients (non-profit/charity/arts&culture sector) don't have work phones and don't want work apps on their personal phones. This means I can't take advantage of these features at all, which were a major selling point of the software for me (particularly paperwork request).

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13. Bulk edit suppliers

    79 votes

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    12 comments  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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14. Extract item description

    128 votes

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    In Testing  ·  5 comments  ·  Prepare » Extraction  ·  Delete…  ·  Admin →
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    Maura Doherty supported this idea  ·  Jun 14, 2022

15. User Restrictions

    357 votes

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

    We are exploring the best way to handle more advanced user restrictions

    Maura Doherty supported this idea  ·  Jun 14, 2022