1498 results found
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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
142 votesWe are looking to make this possible, thanks for the suggestion
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Following links in email submissions and submit liked document
When an email comes through containing a link to an invoice or receipt can you please follow that link through to collect the document
25 votes -
Boost mode for client accounts
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 -
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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Make fields required before submitting in Mobile App
It would be fantastic if you can set up the mobile app to require certain details such as Account, Memo, and Client before it allows submitting receipts.
I would like to make certain fields manadatory when employees are reconciling their cc purchases. For example. I would like the job and client field to be mandatory to be filled in.47 votes -
Edit user name within mobile app
Hi, it would be great if I can edit my in app name. Thanks
19 votes -
More than 10 lines Smart Split rule
Currently a user can only set a rules for 10 line items when using Smart Split however I've found that this limitation prevents me from using it for several key suppliers.
30 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 -
Search through the new Inbox/Archive view
Previously, when we searched for items in the Inbox and simply clicked on Archive, the same search results appeared, which helped us to easily locate items within both sections.
However, with the new view, when searching through the new Inbox/Archive view the filtered items appear in a tab 'Search Results' which, however, doesn't indicate whether the item is in the Inbox (not published) or in the Archive (published). If we switch to another sub-section under Inbox (as Archive is now a sub-section of Inbox) the search results are cancelled, thus we need to enter them separately in each section which…
8 votes -
New Integration: Microsoft Dynamics 365 Business Central
Please can you integrate with Microsoft Dynamics?
52 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 -
Expense approvers to see only reports that are for them
Can expense approvers see all receipts in RB? Or they can only see all expense reports that have been generated? Is it possible to limit approvers to see reports that are for them to approve rather than all others' reports?
50 votes -
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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Ability to submit multi items PDFs irrespective of number of pages in each item / multi page recognition
be able to submit multi-items pdf even when it consists of one-paged items as well as multi-paged items.
17 votes -
Boost for Bank Statements
Hi, would be great if there is a boost feature for the bank statements too.
33 votes -
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.
91 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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Bulk edit suppliers
I would like to be able to set the same supplier rules for several suppliers at once.
75 votes
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