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  1. Design a selection tool box in supplier rules that can be used to help the machine learning system identify a particular field on a document. For example, if we get bills from a vendor every month where Dext constantly seems to struggle to locate the invoice number, it would be really great if we could go into that supplier's rules and specifically show Dext where the invoice number is on that particular supplier's bill format for all future invoices in the inbox.

    10 votes

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    1 comment  ·  Extraction  ·  Admin →
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  2. Could you please add the ability to select or limit the users an administrator, or expense approver, can have access to. This would be really beneficial for me in setting up teams and levels of management

    24 votes

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  3. As there are many differences in the exchange rates used by the client's banks, it would be great if users could enter an exchange rate by themselves and change it if necessary. Thus, they won't need to edit hundreds of items, they will only have to update the rate.

    21 votes

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    4 comments  ·  Other  ·  Admin →
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  4. Can you please have an option to add a sub-category field for category lists uploaded via CSV

    24 votes

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    1 comment  ·  Categories  ·  Admin →
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  5. Users would like the functionality to invite via SMS to additional countries:
    - Cambodia
    - Fiji
    - Samoa
    - China
    - Germany
    - Argentina
    - Brazil
    - Papau new Guinei
    - Poland
    - Vanuatu
    - Panama

    24 votes

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    1 comment  ·  Other  ·  Admin →
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  6. CIS Categories on Sales Items

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. 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

    22 votes

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    2 comments  ·  Extraction  ·  Admin →
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  8. If Dext could pick out line by line items that would be really helpful!

    8 votes

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    0 comments  ·  Extraction  ·  Admin →
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  9. Review of Outstanding Paperwork reports requests sent to clients

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  10. 6 votes

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  11. Can you please add the ability to publish to Bank in FreeAgent, not only to Expenses and Bills.

    22 votes

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  12. 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

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    0 comments  ·  Boost  ·  Admin →
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  13. 5 votes

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    1 comment  ·  Extraction  ·  Admin →
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  14. Send notifications when bank statements have been processed

    20 votes

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  15. 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

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    2 comments  ·  Design  ·  Admin →
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  16. 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)…

    20 votes

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    Under Review  ·  1 comment  ·  Integrations  ·  Admin →
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  17. 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

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  18. All email notifications are sent out based on GMT which means in some time zones clients get those in the middle of the night which is not convenient. Can you please adjust the way they're sent to be based on time zones

    18 votes

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  19. It would be really useful to be able to sort the order of the payment methods appearing in Maintain Lists

    19 votes

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    1 comment  ·  Design  ·  Admin →
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  20. 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

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    0 comments  ·  Other  ·  Admin →
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