Settings and activity

10 results found

1. Default Sales Category per account

   7 votes

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   2 comments  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   KATIE WESTAWAY supported this idea  ·  Nov 19, 2024
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   KATIE WESTAWAY commented  ·  Nov 19, 2024  ·  Delete…

   You can set a default category for cost, although all of these are different, yet sales are all the same and i cant set a default? This then takes ages to apply the category to them all instead of being able to click one button. Customer rules never work, so this option is major!

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2. Convert to sales - stay in cost section

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   0 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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   KATIE WESTAWAY supported this idea  ·  Nov 19, 2024

3. Audit log of Activity per member of staff

   8 votes

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   1 comment  ·  Prepare » Practice Insights  ·  Delete…  ·  Admin →
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   KATIE WESTAWAY supported this idea  ·  Nov 19, 2024

4. Rejected Items folder

   233 votes

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   19 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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   KATIE WESTAWAY supported this idea  ·  Nov 19, 2024

5. Move help-bot icon on out of the way.

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   67 votes

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   5 comments  ·  Prepare » Design  ·  Delete…  ·  Admin →
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   KATIE WESTAWAY supported this idea  ·  Nov 19, 2024

6. Make the date field blank if there's no extracted date on receipt

   7 votes

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   0 comments  ·  Prepare » Extraction  ·  Delete…  ·  Admin →
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   KATIE WESTAWAY supported this idea  ·  Jan 17, 2024

7. Sort the Archive with a "Published by" sort option

   5 votes

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   0 comments  ·  Prepare » Design  ·  Delete…  ·  Admin →
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8. Nominal codes set for either costs or sales not apply all to both

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   0 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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   KATIE WESTAWAY shared this idea  ·  Dec 22, 2023

9. Domestic reverse charge for sales items

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   0 comments  ·  Prepare » Integrations  ·  Delete…  ·  Admin →
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10. Option to disable publishing notifications

    60 votes

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

    Sorry this has taken so long to explore, we will look to add an option to suppress or make them not cover the view when working quickly. Thanks for the feedback. 

    KATIE WESTAWAY supported this idea  ·  Nov 28, 2023