Settings and activity

4 results found

1. Disable payment method extraction & auto-creation for certain clients

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   45 votes

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   3 comments  ·  Prepare » Extraction  ·  Delete…  ·  Admin →
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2. Be able to choose if the body of the email or the attachments will be extracted

   9 votes

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   2 comments  ·  Prepare » Extraction  ·  Delete…  ·  Admin →
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   Ruth Ross supported this idea  ·  Aug 8, 2023

3. 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

4. 2 tax components/portions for SIP Partners (like ApprovalMax)

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   1 comment  ·  Prepare » Integrations  ·  Delete…  ·  Admin →
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   Ruth Ross commented  ·  Jul 31, 2023  ·  Delete…

   Currently, it is only possible to publish documents with up to 2 tax components to SIP Partners, however, we need to have the ability to post invoices with more than 2. Another software that we were testing had no problem handling this.

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   Ruth Ross shared this idea  ·  Jul 31, 2023