1656 results found
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Additional fields in Flexible Columns
Please update Flexible Columns to include other fields such as Tax Rate, Invoice Number, Payment Method, Item ID, Due Date & Paid
22 votes -
Outstanding Paperwork reports History
Review of Outstanding Paperwork reports requests sent to clients
6 votes -
Sub-categories in Categories
Can you please have an option to add a sub-category field for category lists uploaded via CSV
22 votes -
SMS Invite functionality support in more countries
Users would like the functionality to invite via SMS to additional countries:
- Cambodia
- Fiji
- Samoa
- China
- Germany
- Argentina
- Brazil
- Papau new Guinei
- Poland
- Vanuatu
- Panama23 votesWe are reviewing the countries we support. Thanks for the feedback
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6 votes
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2 votes
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Publishing to Bank in FreeAgent
Can you please add the ability to publish to Bank in FreeAgent, not only to Expenses and Bills.
22 votes -
Boost mode for client accounts
We've got access to Boost mode and we love it. We have a couple of clients who do their own bookkeeping and we'd love to be able to give them Boost too for when the clients internal bk goes to site and has some paperwork to upload
22 votes -
5 votes
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Line by line items for costs invoices
If Dext could pick out line by line items that would be really helpful!
7 votes -
Using the Tab key to navigate through fields
In both the item view & edit line items tool could you please enable "Tab" from a field with a drop down. The current method requires me to arrow down to select the choice then to "enter" to lock it in and move to the next field. I expect to be able to Tab to lock in the selection and move to the next field. Also a way to pre fill a partially typed choice (say I type "oth" and the only found category is "Other" ... I'd like to see that one in my field selector and then only…
19 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 -
QBO: Show Parent Class: Subclass in Dext
Can you make a change so that the parent class code is combined with the sub-class code with a colon in the dropdown menu? For example, I want to see this "Prog-ILP:class A"
Right now, there is no way to tell which class code is connected to the parent class, especially of the parent class have the same name as one of the sub-classes.
8 votes -
Send notifications when bank statements have been processed
Send notifications when bank statements have been processed
19 votes -
Supplier Aliases
Most of my clients have been with me for years and previous accouting softwares. As a result the suppliers within their Xero account are named differently to how Receipt Bank picks them up. It would be a lot of trouble for me to go through and merge/rename all of the suppliers in each client. Some of my clients also use generic suppliers such as 'Fuel' and 'Cafe'. I'd like to be able to set up a list of aliases for my suppliers, and have merging of suppliers automatically add the merged supplier names to this list
20 votes -
Supplier rules applied across all client accounts
It would be incredibly useful if it was possible for me to apply the supplier rules for one client across a number of other clients for any matching suppliers and categories.
This would make it easy to apply automation across the large franchise groups I work with who share the same suppliers and chart of accounts
Another way to achieve this for my example is to have "default clients" with "default supplier rules" that could be duplicated when creating a new client.
19 votes -
Transferring Check # when publishing items to Check in QBO
I’m using Receipt-bank with the Quickbooks integration. Sometimes, when I pay a bill with a check, I publish it in the « check » category of Quickbooks. I would like to know if there is a way to fill the « check number / reference » field that is present in Quickbooks directly in receipt-bank (in the app if it’s possible). Because for now, I haven’t found it, and I need to open the bill a second time in Quickbooks just to enter this number, and it takes time
Currently, the workflow is an item's Receipt Bank ID number (RB9110907204)…
19 votes -
Force Bank Feed
This is a feature request: Ability to force bank feeds similar to the way we can do with Costs. Thanks
7 votes -
Mode sombre / Night mode
Ajouter un mode sombre / night mode
6 votes -
Project visibility in Expense Reports
I'd like to be able to see the Project assigned to items within an Expense Report without having to drill down to each item individually within Receipt Bank
18 votesHi,
We have added the ability to pick and choose which columns you would like to see on the expense reports page.
Once you are in an expense report, select the cog above the transactions and you will be able to select tracking or project categories.
We are also looking at implementing this for downloadable reports soon, and will add the 'Customer' field soon as well.
Feel free to reply with any further feedback while we are adding the remaining refinements
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