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Settings and activity

18 results found

  1. Export the Approvals list screen and add other columns to the screen as a CSV so that this can be used for reporting and accruals

    3 votes

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    0 comments  ·  Join our feedback community  ·  Admin →
    Amber Wilson supported this idea  · 

  2. Enter the date without /

    6 votes

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    Amber Wilson supported this idea  · 

  3. Ability to publish Nil invoices and Nil bills for Charity & NFPs

    2 votes

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    Amber Wilson supported this idea  · 

  4. Ability to turn off features not being used by a company such as sales/bank...

    4 votes

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    Under Review  ·  2 comments  ·  Join our feedback community  ·  Admin →
    Amber Wilson supported this idea  · 
    An error occurred while saving the comment
    Amber Wilson commented  · 

    Our business doe not use the SALES or anything related to it (e.g. Customers). t would be great if there was the ability to switch these off" (or at least remove the fields in the Costs section. We dont want CUSTOMER or Mark it as billable - it creates issues when these accidentally get used . Please allow these features to be toggled on and off

  5. Approval Conditions

    16 votes

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    1 comment  ·  Join our feedback community  ·  Admin →
    Amber Wilson supported this idea  · 

  6. Dropdown/search box location

    3 votes

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    3 comments  ·  Join our feedback community » Improve an existing feature  ·  Admin →
    An error occurred while saving the comment
    Amber Wilson commented  · 

    This happens periodically to me too and has only just started in the last couple of weeks. Logging out and back in again helps, but it does revert to it for no apparent reason

    Amber Wilson supported this idea  · 

  7. More edit options in approvals

    29 votes

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    9 comments  ·  Join our feedback community  ·  Admin →
    Amber Wilson supported this idea  · 

  8. employee expense categorization limits

    62 votes

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    5 comments  ·  Join our feedback community  ·  Admin →
    Amber Wilson supported this idea  · 

  9. Be able to COPY previous transactions - especially for LINE DETAILS

    1 vote

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    0 comments  ·  Join our feedback community » Request a new feature  ·  Admin →
    Amber Wilson shared this idea  · 

  10. New Tab for Past Transactions

    2 votes

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  11. Duplicate review including original document history

    2 votes

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    0 comments  ·  Join our feedback community » Improve an existing feature  ·  Admin →
    Amber Wilson supported this idea  · 

  12. Make fields mandatory before publishing

    160 votes

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    Under Review  ·  21 comments  ·  Join our feedback community  ·  Admin →
    An error occurred while saving the comment
    Amber Wilson commented  · 

    Give businesses more autonomy on whch fields must contain data before a user can submit. E.g. we want our users to enter a DESCRIPTION of what they have purchased before they submit - but there is no way that we can make this mandatory. Other systems allow this - Dext should too

    Amber Wilson supported this idea  · 

  13. Sort Approval by Next Approver

    9 votes

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    1 comment  ·  Join our feedback community  ·  Admin →
    Amber Wilson supported this idea  · 

  14. Assign Account Managers to Users/ Schools (groups) - Inbox can be filtered by account Manager

    3 votes

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    2 comments  ·  Join our feedback community  ·  Admin →
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  15. CSV export of users in account

    27 votes

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    3 comments  ·  Join our feedback community  ·  Admin →
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    Amber Wilson commented  · 

    We should be able to extract a CSV file that shows all users, their managers, email in address, allocated defauts etc. We shouldnt have to go into each user individually to find this. A simple matrix should be able to be produced

    Amber Wilson supported this idea  · 

  16. Users should be assigned ROLES so that workflows can be created according to role

    4 votes

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    0 comments  ·  Join our feedback community  ·  Admin →
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  17. Manual approval request

    58 votes

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    Under Review  ·  5 comments  ·  Join our feedback community  ·  Admin →
    Amber Wilson supported this idea  · 

  18. Include "Description" as a field in Bulk Edit options for Line Items.

    4 votes

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    0 comments  ·  Join our feedback community  ·  Admin →
    Amber Wilson supported this idea  ·