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10 results found

  1. Select the order that items are merged in

    183 votes

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    27 comments  ·  Prepare » Workflows  ·  Admin →
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    Amber Wilson commented  · 

    When documents are merged users should be able to determine which page appears 1st, second, 3rd etc. Quite often when we merge our tax invoices end up being the LAST page and there is no logic to it. Users should be able to hit Merge and have the option to deteremibe which order the documents appear

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    Amber Wilson commented  · 

    When Merging 2 documents, the user should be able to select which image appears on top etc (i.e. the order the images are shown in)

    Amber Wilson supported this idea  · 

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

    3 votes

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    2 comments  ·  Prepare » Design  ·  Admin →
    Amber Wilson shared this idea  · 

  3. CSV export of users in account

    27 votes

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    3 comments  ·  Prepare » CSV Export  ·  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  · 

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

    3 votes

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    0 comments  ·  Prepare » Approvals  ·  Admin →
    Amber Wilson shared this idea  · 

  5. Bulk submit for approval

    20 votes

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    Under Review  ·  0 comments  ·  Prepare » Approvals  ·  Admin →
    Amber Wilson supported this idea  · 

  6. Bring Filter & Search Function to the Approvals section

    36 votes

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    Under Review  ·  5 comments  ·  Prepare » Approvals  ·  Admin →
    Amber Wilson supported this idea  · 

  7. We should be able to filter the approvals list to show just those which apply to us

    54 votes

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    Under Review  ·  4 comments  ·  Prepare » Approvals  ·  Admin →
    Amber Wilson supported this idea  · 

  8. Manual approval request

    48 votes

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    Under Review  ·  5 comments  ·  Prepare » Approvals  ·  Admin →
    Amber Wilson supported this idea  · 

  9. Adding reminders for the approvals

    91 votes

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    Under Review  ·  3 comments  ·  Prepare » Approvals  ·  Admin →
    Amber Wilson supported this idea  · 

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

    4 votes

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    0 comments  ·  Prepare » Line Items  ·  Admin →
    Amber Wilson supported this idea  ·