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1776 results found

  1. 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

    45 votes

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    3 comments  ·  Extraction  ·  Admin →
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  2. We use QuickBooks Online and need to be able to breakout which line items in Receipt Bank are billable and which are not, and also to whom (by choosing a client per line).

    43 votes

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  3. 11 votes

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    1 comment  ·  Other  ·  Admin →
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  4. INCREASE SIZE LIMIT OF PICTURES.

    6MB is too small with new phones where pictures are often above 6 MB and hover around 12 MB.

    6 votes

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    1 comment  ·  Rules  ·  Admin →
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  5. When splitting lines for an invoice, do not require a main/principle category and project for that item- its just confusing. Solution - when line items are created, grey out those main boxes.

    4 votes

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    0 comments  ·  Line Items  ·  Admin →
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  6. It would be really useful for me to be able to export a list of all my suppliers, including details on rules like the default tax rate & category. This would allow me to easily review the rules as well as giving me a local backup of my suppliers list to use elsewhere in my systems.

    It would then allow me to make changes within the CSV and upload it to bulk update the rules in Receipt Bank.

    44 votes

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    3 comments  ·  Rules  ·  Admin →
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  7. A reference number field would be useful for items with a receipt reference number or customer reference number

    44 votes

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    3 comments  ·  Extraction  ·  Admin →
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  8. Integrate with MYOB Advanced

    28 votes

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  9. Approver's name of the expense report to be displayed when downloaded via PDF

    44 votes

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    Under Review  ·  1 comment  ·  Expenses  ·  Admin →
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  10. Option to set a rule to say "if an invoice is in this format, then its probably X supplier" for items where the system is unable to extract the supplier

    3 votes

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    0 comments  ·  Rules  ·  Admin →
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  11. Would like to be able to assign products/services to my documents, just like when integrate directly with QuickBooks.

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Would like to have the possibility of setting type on per supplier basis as I get invoices from one supplier (only invoices) and just receipts from other, sometimes RB gets the type wrong and I need to run through all items to double-check

    43 votes

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    1 comment  ·  Rules  ·  Admin →
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  13. 12 votes

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  14. Display the categories as most recently used first.

    7 votes

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    1 comment  ·  Categories  ·  Admin →
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  15. Ability to save which user has to approve another user's Expense Reports. Something like setting rules for that. We don't want to select it each time.

    6 votes

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    0 comments  ·  Rules  ·  Admin →
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  16. Amazon invoices include "-" in between the numbers in the invoice number which are extracted by dext making the invoice number over 21 characters and cannot be published. These should not be extracted or at least allow items with this error to be published.

    24 votes

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    3 comments  ·  Extraction  ·  Admin →
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  17. The ability to publish multiple currencies to Freeagent, instead of having the currency converted to the base currency.

    9 votes

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    1 comment  ·  Publishing  ·  Admin →
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  18. Can you please make it so that when you use Advanced search there's an option to search both the Inbox & Archive? This would make it so much easier to find items within accounts

    35 votes

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    7 comments  ·  Design  ·  Admin →
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  19. Review paperwork requests via the web app as on the Mobile

    13 votes

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    4 comments  ·  Other  ·  Admin →
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  20. Matching Purchases orders for Desktop users with Quickbooks, Hydra

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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