146 results found
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Extract the ABN & bank info for suppliers
I'd like Receipt Bank to extract the ABN of suppliers on items. This would enable new suppliers to have the information added when publishing, to make paying them easier, as well as cross checking to ensure that they're GST registered.
Additionally, extraction of bank & contact details would ensure that if suppliers change these then RB picks it up to ensure they're correctly paid.
Another client: it would be great if bank account details can also be extracted from invoices, stored within Receipt Bank and then are available for extract via csv. A very timesaving development....
30 votes -
No tax extraction on foreign currency items
When staff are traveling overseas and submiting items from new, one-off suppliers there's no tax on these items. Please add a setting to tell Receipt Bank whether or not to extract tax on items that aren't in the base currency of an account
19 votes -
Publishing partially taxed GST or PST only invoices with second tax extraction turned on
The Problem:
If only a single tax is extracted, you must apply a single rate to it but it doesn't save the extracted amount:
ie) I may have a receipt that has a mixture of expenses that are both Exempt and GST but doesn't have PST.
- ie) purchase at fuel bar where the purchase is $100. of that amount $80 is fuel where GST applicable, the other $20 is grocery items that have NO tax at all.
Therefore if you apply the GST to the entire amount as suggested the GST amount will be $4.76
$3.80 would be the…17 votes -
Disable payment method extraction & auto-creation for certain clients
I would like to be able to prevent certain client's items from auto-creating a new payment method.
My client writes the cheque number on the invoice, and ALL of these cheques are showing up as new payment methods
For some of our clients we only process our client's bills so Payment Methods are confusing & distracting. For others we have specific payment accounts that we'd like to be able to set up and use but all the extra payment methods being created, especially from all the personal cards, make it much harder to use the system
42 votes -
Reference / Customer number field extraction
A reference number field would be useful for items with a receipt reference number or customer reference number
40 votes -
Extract item description
Can you please extract the Description on items
112 votes
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