1498 results found
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Apply Supplier rules to Line Items
As it stands I am currently having the individually code the line items and then calculated the GST on each and then publish, hardly the concept of Receipt Bank at all. Can you please automatically apply supplier rules to line items when I manually create them. If I need to I'll adjust them anyway but pre-filling them will save me time for a number of them.
33 votes -
Add new supplier categories from supplier rules tab
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 -
Export & import suppliers & their rules
It would be really useful for me to be able to export a list of all my suppliers, including details on rules like the default tax rate & category. This would allow me to easily review the rules as well as giving me a local backup of my suppliers list to use elsewhere in my systems.
It would then allow me to make changes within the CSV and upload it to bulk update the rules in Receipt Bank.
44 votes -
Reference / Customer number field extraction
A reference number field would be useful for items with a receipt reference number or customer reference number
40 votes -
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 -
Delete Suppliers
Can you please add the option to delete Suppliers in RB rather than merging them?
48 votes -
Additional fields in Flexible Columns
Please update Flexible Columns to include other fields such as Tax Rate, Invoice Number, Payment Method, Item ID, Due Date & Paid
20 votes -
Add and edit Suppliers in the mobile app
Is it going to be possible to manually edit the supplier name from the Mobile App (add new supplier) as currently you only can choose between existing suppliers
33 votes -
Supplier statement reconciliation
Can you please build the functionality for us to reconcile supplier statements against their invoices for the month. This is key for us in managing our supplier payments.
It would be useful to have:
1) A place to store Supplier Statements
2) The ability to check whether there's an invoice on file for each line on the statement
3) The ability to check if the amounts on the Statement match the amounts on the individual invoices136 votesThanks for your patience, we are excited to announce we are now in testing for this feature. Stay tuned for further updates, but this should be in your hands soon.
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Extract item description
Can you please extract the Description on items
111 votes -
Update the Bulk Edit tool to include Supplier, Payment Method, Paid, Publish To, Currency, Project, Project 2 etc
In order to avoid doing it one at a time on all my items, I'd like to be able to use the Bulk Edit tool to edit additional fields on items
31 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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Default Category rule per user or per payment method
Can you please allow us to set default rules for Category by users and for payment methods.
When a certain user submits an item or payment method is extract to set default category as a rule.
87 votes -
Ability to edit fields pre-submission (in particular Category)
Ability to edit the following fields prior to submission:
- Supplier
- Payment Method
- Project 2
- CategoryThe most popular requested field to edit pre-submission is Category
This would allow me to ensure that the details are picked up as I require and would mean that the information will definitely carry across to after processing (i.e. if the Payment Method isn't visible I don't want to lose that data)
38 votes -
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 -
Enable the automatic line items extraction for Direct Business & Business Plus users
There are many new direct users who would like this feature enabled for their accounts.
31 votes -
Ability for Receipt Bank to process CIS invoices
Can you please add the ability for Receipt Bank to be able to process CIS invoices.
82 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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