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Company Settings

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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 22 days ago in Company Settings / User Security Roles 0 Future consideration

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 10 months ago in Company Settings / OCR 0 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 2 months ago in Companies / Company Settings / Contact Management / UI User Interface Enhancements 0 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 1 year ago in Companies / Company Settings 0 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 over 1 year ago in Company Settings / Subcontract Invoices / Subcontracts 0 Future consideration