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75 results found

  1. Ability to split single PDF files containing multiple invoices after having been submitted to Dext Prepare.

    26 votes

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    6 comments  ·  Workflows  ·  Admin →
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  2. I would like to be able to edit Supplier names of the invoices in my Inbox in bulk, just like the Categories and Customers

    35 votes

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    7 comments  ·  Workflows  ·  Admin →
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  3. 24 votes

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  4. Ability to edit the following fields prior to submission:
    - Supplier
    - Payment Method
    - Project 2
    - Category

    The most popular requested field to edit pre-submission is Category

    This would allow me to ensure that the details are picked up as I require and would mean that the information will definitely carry across to after processing (i.e. if the Payment Method isn't visible I don't want to lose that data)

    38 votes

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  5. I would like to be able to pull a report where I can see who was the user who published a certain item and what GL was used

    23 votes

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  6. In order to avoid doing it one at a time on all my items, I'd like to be able to use the Bulk Edit tool to edit additional fields on items

    33 votes

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  7. It would be great if we could add info about payment method and category when sending via the Mobile App before submitting for processing. This would be very helpful especially in terms of the payment method as it is not always shown on the items (especially invoices) and the users can simply add the info about the relevant payment method as they know best. Thus we won't have to chase them and ask what was the card used.

    29 votes

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  8. Be able to add a page (image) to an extraction already in Dext before publication or be able to combine two submitted documents into one. Example, an invoice and its proof of payment

    7 votes

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  9. There's currently no way for partners & clients to delete category lists created manually or by uploading a CSV. This has to be done by a Receipt Bank dev

    25 votes

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  10. Can you please add Date as a merging criteria to the invoices? Some Australian invoices have the same Invoice number and same amount (mobile operator for example) but different date and they are merged incorrectly

    15 votes

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  11. Seems that when user are apllying a Category in the Mobile app, the full name of the Category and subcategory does not show and they are not able to make difference in the subcategories. A toggle for an option to turn on and off the relation will be helpful in this case

    9 votes

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  12. Receipt Bank will pick up if an item is paid by cash, as shown by the column within the Inbox, however it won't use this to apply a payment method with the Ref 'Cash', or similarly one with the Ref 'PayPal'. Can you please modify this so that these payment methods will be automatically applied on these items. This will save me a lot of time going in and manually updating every single one of these items

    13 votes

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  13. I would like to be able to add/customize my own label of another item type from the RB default selection (Receipts, ATM withdrawal, Other, Invoice...)

    12 votes

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  14. 7 votes

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  15. I work with businesses in Canada who have to report on two taxes on purchases - GST and PST. Currently Receipt Bank isn't built to work with two taxes meaning I have to use workarounds for some items and it takes up a lot of my time.

    9 votes

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