1687 results found
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5 votes
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Plan Modification
Ability for users to modify/formulate their plan based on number of users and number of extractions needed .
8 votes -
Split items into lines from the Mobile App
Allow the customer to split the items into lines from the Mobile App for added convenience.
10 votes -
Unused items to roll over to next month
I usually process transactions every three months, so it would be useful if any unused items from previous months could roll over to the next
12 votes -
Applying Cash payment method
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
12 votes -
Inventory Stock
Inventory or stock refers to the goods and materials that a business holds for the ultimate goal of resale, production or utilisation. Inventory management is a discipline primarily about specifying the shape and placement of stocked goods.
6 votes -
Adjust Bank Match payment date to match payment date on bank feed
If a receipt has a date that differs from the date of the payment on the bank feed, you should take the date of the payment on the bank feed for the created payment. For example if a invoice from 2nd May matches a payment on the 3rd May and you autofill and push the transaction over to Xero, the invoice created should take the date of the 2nd May but the payment should take the date of 3rd May.
This is the best practice.
11 votes -
Customize/change item type selection from the RB default list
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 -
Project code customised emails links
Hi there! A client suggested an idea where you could have email links customised to project codes, which would allow them simply to type the project code email for automating that allocation (e.g. project #1 email "...@dext.com"). Thanks, Kyle.
3 votes -
Highlighting fields on document image that have been populated by Dext
on each document image the date, amount, tax etc to be highlighted for all field areas that have been filled by Dext, for ease when reviewing the document before publishing.
4 votes -
New integration: Wave
Please add an integration with Wave accounting software
11 votes -
Suggested conversion amount for foreign currency items
The conversion rates usually result in items not matching the total of the outgoing transaction in the Xero bank feed. This means that they can’t autopublish items from foreign suppliers and have to go into Xero and manually review & adjust the totals.
Similar to ‘Find & Match’, in foreign currency items search the bank account for items that match everything but total, and whose total is within a certain range of error, and suggest the total in Xero as an amount to change the item total to.
11 votes -
6 votes
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Ability to search through items within the Mobile app
should be able to search receipts from mobile device
10 votes -
Highlight items causing errors in an Expense Report
When viewing an Expense Report which is unable to publish due to an item error can we please cause it to highlight the item in question to make it easy to identify and fix
10 votes -
export Quality from Line Items in a report
Please advise if it is possible to run the "line item" report showing product quantities for each line on the invoice?
I have already exported a CSV report with "line item" option but it does not show quantities, only descriptions.6 votes -
7 votes
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Autopublish per user
I'd like to be able to autopublish all except for items uploaded by one particular user as all of their items will need to be added to Expense Reports.
Another alternative would be to prioritize adding items to Effortless Expense Reports to happen before the act of autopublishing.
9 votes -
Bill.com Departments List
Can you please enable the Departments list as additional tracking for Bill.com
9 votes -
Support Canadian taxes with Sage Accounting
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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