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Company Settings

OCR Scan Count (Remaining Scans Allowed for the Month)

It would be helpful for Clients to see where they stand on their allowable OCR scans in the settings area.
Adam Clark over 1 year ago in Company Settings / OCR Future consideration

Crew Chief's being allowed to be under another Crew Chief

Currently any user in the role of Crew Chief cannot be included in another crew. This affects functionality for companies in two ways, if a user is a Crew Chief on one project but works temporarily or regularly under another Crew Chief on other Pr...
Renee Thomas 3 months ago in Company Settings Needs review

Allow Financial Administrator role to unlock transactions

Currently only users with "Administrator" role can unlock locked transactions. Would be nice if the Financial Administrator role could also do this. For example if there is an error when a transaction is exported they are not able to unlock the tr...
Jack Speshock 10 months ago in Company Settings / User Security Roles Future consideration

filter uncategorized subcontractors when assigning

to be able to filter to those that don't have classifications while assigning so you can see which one's need to be classified while you are classifying them
Guest 12 months ago in Companies / Company Settings / Contact Management / UI User Interface Enhancements Future consideration

Multiple Currencies

Can we have the ability to choose if our vendors and/or clients are US $, CDN $ or otherwise? We deal with all and would like to be able to choose what currency we pay or invoice in!
Guest over 2 years ago in Companies / Company Settings Unlikely to Implement

Bills & Subcontracts to track tax as tax liability & exclude from subcontract items

We would like to track tax as a tax liability, but exclude it from subcontract items. So, we add the liability on the subcontract, and can bill against it, but it isn't included in the subcontract.
Trina Lapena about 2 years ago in Company Settings / Subcontract Invoices / Subcontracts Future consideration