Settings and activity

48 results found

1. Exporting detailed cleanup tool and insights report to send to clients. Into a booklet file.

   2 votes

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   0 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
   Lisa Walker shared this idea  ·  Mar 23, 2023

2. Identify overlapping bank statement transactions

   14 votes

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   2 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
   Lisa Walker shared this idea  ·  Feb 22, 2023

3. Split PDF file into separate invoices

   39 votes

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   7 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
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   Lisa Walker commented  ·  Feb 21, 2023  ·  Delete…

   Where a document with multiple invoices has been uploaded, the ability to split this down and move back into in processing to be processed again.

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   Lisa Walker supported this idea  ·  Feb 16, 2023

4. Run a report showing which companies don't appear on the Deadlines Dashboard for sense check purposes/ensuring company reg numbers on xero

   2 votes

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   Lisa Walker shared this idea  ·  Feb 10, 2023

5. Similar to multicoded contacts - Set rules to specific nominal codes so that anything posted to a code other than x is flagged as an error.

   4 votes

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   Lisa Walker shared this idea  ·  Dec 23, 2022

6. Split lines - don't require principle category/project

   4 votes

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   Lisa Walker supported this idea  ·  Nov 17, 2022

7. Make bank feed available to standard users

   27 votes

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   Under Review  ·  6 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
   Lisa Walker supported this idea  ·  Nov 17, 2022

8. Multiple Supplier rules for one supplier

   262 votes

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   Under Review  ·  15 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
   Lisa Walker supported this idea  ·  Nov 1, 2022