Settings and activity

15 results found

1. Select the order that items are merged in

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   16 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

   Zee Marie supported this idea  ·  Sep 20, 2023

2. Archiving option for paperwork match via System settings

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   0 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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3. File Storage option to specify location on drive for backups

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   1 comment  ·  Prepare » Other  ·  Delete…  ·  Admin →
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   Zee Marie shared this idea  ·  May 10, 2023

4. Notification when client uploads documents

   35 votes

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   1 comment  ·  Prepare » Notifications  ·  Delete…  ·  Admin →
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5. Allow users to update or change an exchange rate

   21 votes

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   4 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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   Zee Marie commented  ·  Dec 2, 2022  ·  Delete…

   Add option to choose multi-currency based on U.S. and Canadian exchange rates in addition to the European Central Bank. Would like to be able to set a default and be able to switch when viewing the expense. We have clients who do business in U.S., Canada and world wide. Thank you for your consideration.

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   Zee Marie supported this idea  ·  Dec 2, 2022

6. Outstanding Paperwork reports History

   6 votes

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   0 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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   Zee Marie supported this idea  ·  Dec 2, 2022

7. Review Paperwork requests via the Web app

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   4 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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   Zee Marie supported this idea  ·  Dec 2, 2022

8. Send user an email for Paperwork Requests

   10 votes

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

   Thanks for the feedback we are reviewing this.

   Zee Marie supported this idea  ·  Dec 2, 2022

9. Bank fetch feature request in US

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Zee Marie supported this idea  ·  Jun 19, 2022

10. Supplier rules based on other "IF" rules

    13 votes

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    4 comments  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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    Zee Marie supported this idea  ·  Jun 7, 2022

11. Hide unused Worksapces.

    9 votes

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    Under Review  ·  1 comment  ·  Prepare » Workflows  ·  Delete…  ·  Admin →
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    Zee Marie supported this idea  ·  Jun 1, 2022
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    Zee Marie commented  ·  Jun 1, 2022  ·  Delete…

    Option to Hide the Sales Workspace and all fields related to it.

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12. Bulk edit suppliers

    75 votes

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    11 comments  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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13. Supplier rules bulk edit

    44 votes

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    2 comments  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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14. Multiple Supplier rules for one supplier

    194 votes

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    11 comments  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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    Zee Marie supported this idea  ·  Jun 1, 2022

15. Top navigation buttons

    5 votes

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    1 comment  ·  Prepare » Workflows  ·  Delete…  ·  Admin →
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    Zee Marie commented  ·  Jun 1, 2022  ·  Delete…

    List Item Count and Navigation

    For every screen which presents a list, please provide an item count and a way to navigate from one page to the next at both the top and bottom of the list. See attached screenshot.

    Thank you for your time and consideration.
    Zee Marie
    zee@zdi.co

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    Zee Marie supported this idea  ·  Jun 1, 2022