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62 results found

  1. Prepayments

    2 votes

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

  2. User Permissions to limit adding new users

    2 votes

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    Under Review  ·  0 comments  ·  Join our feedback community » Improve an existing feature  ·  Admin →
    Jon Shepherd supported this idea  · 

  3. limit the ability of users to be able to add a category

    4 votes

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    Jon Shepherd supported this idea  · 

  4. Sync products and services from ApprovalMax

    7 votes

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    2 comments  ·  Join our feedback community  ·  Admin →
    An error occurred while saving the comment
    Jon Shepherd commented  · 

    The ability to assign a product/service to an invoice is only available when publishing an invoice directly to Xero. This functionality should also be made available when publishing to ApprovalMax.

    Jon Shepherd supported this idea  · 

  5. Approval "if not" Criteria & Delegation to other approver

    9 votes

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  6. PO matching and import to xero

    24 votes

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    4 comments  ·  Join our feedback community  ·  Admin →
    Jon Shepherd supported this idea  · 

  7. New suppliers - extract info such as address, email and telephone numbers

    6 votes

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    1 comment  ·  Join our feedback community  ·  Admin →
    An error occurred while saving the comment
    Jon Shepherd commented  · 

    As Dext already has the option to flag new suppliers based on the integration being used. It would be beneficial if we were given the option to add supplier details (bank account, contact details, address etc) when a new supplier is recognised.

    Jon Shepherd supported this idea  · 

  8. Move to Vault - Sort Folders

    1 vote

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    0 comments  ·  Join our feedback community » Improve an existing feature  ·  Admin →
    Jon Shepherd shared this idea  · 

  9. Ability to have more than 1 person in a workflow

    9 votes

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  10. Set rule for line items to only extract certain transactions

    4 votes

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    2 comments  ·  Join our feedback community  ·  Admin →
    An error occurred while saving the comment
    Jon Shepherd commented  · 

    Add the ability to further specify which invoices incur line item extraction. We need this from some invoices from a specified supplier, but not all. All invoices needing the detailed split are above x value. Line item extraction could be set to trigger when a threshold value is reached, that would be great.

    Jon Shepherd supported this idea  · 

  11. Bank match within 1-2% of the expense amount

    8 votes

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    1 comment  ·  Join our feedback community  ·  Admin →
    Jon Shepherd shared this idea  · 

  12. Taking action in side Precision, rather than moving out to Xero.

    4 votes

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    0 comments  ·  Join our feedback community  ·  Admin →
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  13. Approvers to see archive of what they've approved

    45 votes

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    7 comments  ·  Join our feedback community  ·  Admin →
    Jon Shepherd supported this idea  · 

  14. Security around which users can view certain bank accounts

    31 votes

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    2 comments  ·  Join our feedback community  ·  Admin →
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  15. Scrolling Issue When Returning from Item View

    35 votes

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    6 comments  ·  Join our feedback community  ·  Admin →
    Jon Shepherd supported this idea  · 

  16. Rejected Items folder

    314 votes

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    28 comments  ·  Join our feedback community  ·  Admin →
    Jon Shepherd supported this idea  · 

  17. Add payment date to invoices paid via Direct Debit

    3 votes

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    1 comment  ·  Join our feedback community  ·  Admin →
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  18. Make fields mandatory before publishing

    168 votes

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    Under Review  ·  26 comments  ·  Join our feedback community  ·  Admin →
    Jon Shepherd supported this idea  · 

  19. Merge Document Tags

    1 vote

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    0 comments  ·  Join our feedback community  ·  Admin →
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  20. Ability to resize columns

    2 votes

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    0 comments  ·  Join our feedback community  ·  Admin →
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