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11 results found

  1. Publish Bank Match autofilled items to Bank Accounts instead of defaulting to Purchases

    3 votes

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    Stephie Giovanni commented  · 

    This is really important for us. The Autofill function is not useful if we need to bypass it to avoid purchases being setup for credit card transactions

    Stephie Giovanni supported this idea  · 

  2. Send user an email for Paperwork Requests

    14 votes

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  3. Ability to adjust the Bank Match criteria

    7 votes

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    Stephie Giovanni supported this idea  · 

  4. More options to customize user roles - eg. give non-Admins access to Bank Feed/Request Paperwork

    4 votes

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    Stephie Giovanni supported this idea  · 

  5. 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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    Stephie Giovanni commented  · 

    It would also be perfect if we could allocate a particular bank account (ie credit card account) to a particular user so that they can do the reconciliation without admin having to push paperwork requests through.

    Stephie Giovanni supported this idea  · 

  6. Automatically send reminders for outstanding paperwork

    9 votes

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    Stephie Giovanni supported this idea  · 

  7. Make bank feed available to standard users

    21 votes

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    3 comments  ·  Join our feedback community  ·  Admin →
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    Stephie Giovanni commented  · 

    This is important to allow users to reconcile their credit card transactions. The transactions are all in Dext but users do not have access to them to know which receipts have not been uploaded.

    Stephie Giovanni supported this idea  · 

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

    6 votes

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    Stephie Giovanni supported this idea  · 

  9. Show the Matched status in the CSV when exporting transactions/statements

    3 votes

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    Stephie Giovanni supported this idea  · 

  10. Check & Confirm Bank Account Details

    16 votes

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    Under Review  ·  1 comment  ·  Join our feedback community  ·  Admin →
    Stephie Giovanni supported this idea  · 

  11. Archive bank accounts

    11 votes

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    0 comments  ·  Join our feedback community  ·  Admin →
    Stephie Giovanni supported this idea  ·