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  1. email trail also going through to accounting software as attachment

    14 votes

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    3 comments  ·  Prepare » Submission Methods  ·  Admin →
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    Liliana Winffel commented  · 

    Can the emails associated with the bills, in COST, be published as an additional document to QuickBooks along with the bill? The email sent to Dext with the bill has information that would be helpful in QuickBooks. I currently have to save the email as a PDF and upload it to Quickbooks once I publish the bill. This is an extra step.

    Liliana Winffel supported this idea  · 
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    Liliana Winffel commented  · 

    Can the email attached to the fetched bills in cost be uploaded to Quickbooks when publishing the bill?

  2. Notification when client uploads documents

    37 votes

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    1 comment  ·  Prepare » Notifications  ·  Admin →
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    Liliana Winffel supported this idea  ·