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  1. 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

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    1 comment  ·  Rules  ·  Admin →
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  2. This is a feature request: Ability to force bank feeds similar to the way we can do with Costs. Thanks

    7 votes

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    1 comment  ·  Bank  ·  Admin →
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  3. 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 votes

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    Under Review  ·  1 comment  ·  Expenses  ·  Admin →
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  4. In order to bulk set rules in the Suppliers tab it would be much easier for me if I could set additional rules for my required fields from the Suppliers list rather than having to go into each individual supplier

    19 votes

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    0 comments  ·  Rules  ·  Admin →
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  5. When we publish to QBO, all bills are show on QBO as published by one user, regardless of who uploaded the bill, can we change the settings so that each published name goes along with the bill

    18 votes

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    Under Review  ·  1 comment  ·  Publishing  ·  Admin →
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  6. Hi, it would be great if I can edit my in app name. Thanks

    19 votes

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    0 comments  ·  Mobile  ·  Admin →
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  7. The Problem:
    If only a single tax is extracted, you must apply a single rate to it but it doesn't save the extracted amount:
    ie) I may have a receipt that has a mixture of expenses that are both Exempt and GST but doesn't have PST.
    - ie) purchase at fuel bar where the purchase is $100. of that amount $80 is fuel where GST applicable, the other $20 is grocery items that have NO tax at all.
    Therefore if you apply the GST to the entire amount as suggested the GST amount will be $4.76
    $3.80 would be the…

    18 votes

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    0 comments  ·  Extraction  ·  Admin →
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  8. From the testing I’ve been doing, by assigning an overall project, all costs are allocated to that job and are not split down by the line items. Please set it so that when items have line items on them allocated to different projects they end up assigned to these projects in WFM.

    This also impacts publishing Expense Reports to WFM - because all the expenses within the report can only be assigned to a single project.

    18 votes

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  9. be able to submit multi-items pdf even when it consists of one-paged items as well as multi-paged items.

    17 votes

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  10. Seems that some clients prefer to move the image link to another section or the option not to send the images to QBD at all

    8 votes

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  11. connection to wave

    3 votes

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  12. Once the partner has downloaded/actioned the bank statement, to move it to an archive so they know what has been completed

    15 votes

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    2 comments  ·  Bank  ·  Admin →
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  13. Within MYOB there's an additional tracking field called Category. Could you please provide us with the ability to also utilise this field within RB

    17 votes

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  14. It would save a lot of time if we could manually add supplier categories (compte) on the supplier rule tab from the item view or on the supplier page instead of having to go through account settings > manage lists > add codes.

    Having the correct supplier categories is vital for the csv export formats in France!

    17 votes

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    0 comments  ·  Rules  ·  Admin →
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  15. The ability to integrate Dext to VT accounts.

    8 votes

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  16. Prevent supplier to be added.
    When we use Xero we want to prevent new suppliers published to Xero but have Xero suppliers set up in Dext. A part of customer/supplier database creation internal control recommendation.

    7 votes

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    0 comments  ·  Rules  ·  Admin →
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  17. I would like to send both positive and negative line items to my integration.

    When published to the integration - the negative line item is published with positive amount and is added to the total amount - so the totals between RB & the integration don't match.

    16 votes

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    Under Review  ·  0 comments  ·  Publishing  ·  Admin →
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  18. Hi, you currently convert items based on the conversion rate of ECB however this is less accurate than xe.com and makes it more difficult to manage these items for me as every item requires review and updating

    16 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Allow the customer to split the items into lines from the Mobile App for added convenience.

    12 votes

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    0 comments  ·  Mobile  ·  Admin →
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  20. 7 votes

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    1 comment  ·  Integrations  ·  Admin →
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