77 results found
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Link users in Receipt Bank to users in QuickBooks Online
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
17 votes -
Publish to Xero VAT only invoices
I would love Receipt Bank to be able to publish invoices to Xero when the tax rate (GST or VAT) is more than the actual cost or it is a tax only expense.
For example:
GST is $900 and the actual cost is $300
or the invoice is VAT only (100% tax)29 votes -
Publishing to Bank in FreeAgent
Can you please add the ability to publish to Bank in FreeAgent, not only to Expenses and Bills.
22 votes -
Sage Accounting enable multi-currencies
I would like to be able to publish multi currencies to Sage Accounting
35 votes -
Transferring Check # when publishing items to Check in QBO
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)…
19 votes -
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.
15 votes -
Marking single line item as billable
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).
39 votes -
Select the order that items are merged in
It would be really key for us if we could select the order in which item images are displayed after merging them. This would ensure we can have page 1 before page 2 before page 3, or a receipt following an invoice etc
144 votesWe are looking to make this possible, thanks for the suggestion
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SMS Invite functionality support in more countries
Users would like the functionality to invite via SMS to additional countries:
- Cambodia
- Fiji
- Samoa
- China
- Germany
- Argentina
- Brazil
- Papau new Guinei
- Poland
- Vanuatu
- Panama23 votesWe are reviewing the countries we support. Thanks for the feedback
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New Integration: Microsoft Dynamics 365 Business Central
Please can you integrate with Microsoft Dynamics?
53 votesHi,
Thank you for submitting your feedback and ideas for this integration. After an investigation into this integration our product team has decided to prioritise other integrations and features for the immediate future. If these plans change I will update you here.
Please continue submitting your feature requests as they are incredibly valuable for our team!
Many thanks,
Dom -
New Integration: NetSuite
Please add an integration with NetSuite
96 votesWe leverage Dext with Netsuite internally and will be exploring the interest for making this available. Please provide further details if this is of interest to you and your clients.
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Clients to be able to view item messaging via the web app as well
PPC clients to be able to view item messaging via the web app as well
77 votesWe are reviewing how to make this better, thanks for the feedback
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Expense approver user hierarchy
We have expense approvers who approve only their direct reports. At the moment if they have the user type expense approver they have the power to view all submitted items. We need the option to set an expense approver user to only view the items for particular users under the multiuser account not everyone.
93 votesThanks for giving feedback to Dext. This is currently under review as part of us reviewing the way expense are approved in Dext. Stay tuned for further updates.
Simon
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Approval person's name on the PDF summary at Approved
Approver's name of the expense report to be displayed when downloaded via PDF
44 votes -
Original images of invoices/receipts attached to expense report
A way for the invoice/receipt to automatically be attached to the expense report in the integrated software, not just as a link in the PDF.
179 votesHi there,
The ability to include source document images within the Expense Report PDF export is now live. Select 'Report with receipts' on the detail level in the PDF export screen. See screenshot attached.
Including images in your accounting software with the published expense report has not yet been worked on, but we are aware of it.
Hope this helps!
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US date formats
Can you please add the option to have dates in the MM/DD/YYYY format used by the US market as opposed to DD/MM/YYYY
203 votes -
Dext API Access
It'd be great to have API access - please update me when this becomes available
152 votesHi,
Thank you for your patience on this request, we are discussing this internally.
However you can use Zapier to Connect Dext Prepare to an accounting software that is not currently supported via our API, help centre article here: https://help.receipt-bank.com/hc/en-us/articles/360033470294-How-Dext-Prepare-and-Zapier-can-work-together
Best Regards,
Dom
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