1779 results found
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Publishing items with both positive and negative line items
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 -
Move to xe.com for conversion rates
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 -
7 votes
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New Integration: SAP Business One
I would like an integration with SAP Business One (Accounting System).
15 votes -
Add "Date" to merging logic for items with type "Invoice"
Can you please add Date as a merging criteria to the invoices? Some Australian invoices have the same Invoice number and same amount (mobile operator for example) but different date and they are merged incorrectly
15 votes -
Email-in address to accept multiple pages
I've noticed a number of cases where a client's supplier sends directly their invoices to RB in an incorrect manner. E.g. 2 (or more) separate unrelated invoices in 1 multi-page PDF.
It would be easier if the service could split these invoices or if there's a personalised email-in address not only for the single-page submissions, but for the multi-page PDFs, as well.
13 votes -
Account timezone setting
My timezone isn't UTC however all the timestamps in my account are in UTC which is useless to me
15 votes -
7 votes
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Option to turn On/OFF the category and sub category relation in Dext and QBO
Seems that when user are apllying a Category in the Mobile app, the full name of the Category and subcategory does not show and they are not able to make difference in the subcategories. A toggle for an option to turn on and off the relation will be helpful in this case
9 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.
11 votes -
Assign a report to multiple expense approvers
Option to add more than one approver to a single report
10 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
13 votes -
Return emails to sender if their @receiptbank.me email doesn't exist
Currently when items are sent to an invalid (non-existent) @receiptbank.me email address they'll go nowhere and there's no notification of this. Being able to return these to the sender would ensure that the items are then re-sent on to a correct email and properly received into a Receipt Bank account
14 votes -
Support projects/departments used in Sage 50 UK
I cannot apply my departments from Sage 50 in Receipt Bank. This means I either have to apply them in the csv after export or apply them in Sage 50 - but I really want my client to apply them directly in Receipt Bank! This would save me so much time.
13 votes -
7 votes
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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 -
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 -
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
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