Settings and activity

63 results found

1. Category field reminder to the user that uploaded it

   3 votes

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   0 comments  ·  Prepare » Categories  ·  Delete…  ·  Admin →
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   Noel Micallef supported this idea  ·  Sep 18, 2023

2. To able to add manually categories, with Code

   2 votes

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   0 comments  ·  Prepare » Categories  ·  Delete…  ·  Admin →
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   Noel Micallef supported this idea  ·  Sep 18, 2023

3. 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

   Noel Micallef supported this idea  ·  Sep 18, 2023

4. Archive bank accounts

   8 votes

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Noel Micallef supported this idea  ·  Sep 18, 2023

5. Ability Export Full bank in one export

   5 votes

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Noel Micallef supported this idea  ·  Sep 18, 2023

6. Add Credit Card number to Match Found - Bank Match

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   1 comment  ·  Prepare » Match  ·  Delete…  ·  Admin →
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   Noel Micallef supported this idea  ·  Sep 18, 2023

7. Outstanding Paperwork reports History

   6 votes

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   0 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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   Noel Micallef supported this idea  ·  Sep 18, 2023

8. Ability to edit fields pre-submission (in particular Category)

   38 votes

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   0 comments  ·  Prepare » Workflows  ·  Delete…  ·  Admin →
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   Noel Micallef supported this idea  ·  Sep 18, 2023

9. Merge Invoices & Receipts if they have the same ID and from the same supplier

   5 votes

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   0 comments  ·  Prepare » Extraction  ·  Delete…  ·  Admin →
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   Noel Micallef supported this idea  ·  Sep 18, 2023

10. Timestamp (showing hour and minute) for all the items in the Submission History

    2 votes

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    0 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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    Noel Micallef supported this idea  ·  Sep 18, 2023

11. Sorting the Archive by the Status column and adding the Publish date as a search option

    27 votes

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    0 comments  ·  Prepare » Design  ·  Delete…  ·  Admin →
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    Noel Micallef supported this idea  ·  Sep 18, 2023

12. Review Paperwork requests via the Web app

    13 votes

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    4 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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    Noel Micallef supported this idea  ·  Sep 18, 2023

13. Automatically send Paperwork Requests to Clients for Transactions/Items without a Match.

    3 votes

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    0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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    Noel Micallef supported this idea  ·  Sep 18, 2023

14. Request Paperwork (Xero, Sage) for Paid In transactions

    4 votes

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    0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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    Noel Micallef supported this idea  ·  Sep 18, 2023

15. Admin users in a PPC account to be to request Paperwork

    5 votes

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    0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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    Noel Micallef supported this idea  ·  Sep 18, 2023

16. Rejected Items folder

    233 votes

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    19 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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    Noel Micallef supported this idea  ·  Sep 18, 2023

17. 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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    Noel Micallef supported this idea  ·  Sep 18, 2023

18. Send user an email for Paperwork Requests

    12 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.

    Noel Micallef supported this idea  ·  Sep 18, 2023

19. Email Request Paperwork to Users

    5 votes

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    0 comments  ·  Prepare » Communications  ·  Delete…  ·  Admin →
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    Noel Micallef supported this idea  ·  Sep 18, 2023

20. Admin User with Request Data Option

    4 votes

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    0 comments  ·  Prepare » Expenses  ·  Delete…  ·  Admin →
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    Noel Micallef supported this idea  ·  Sep 18, 2023