1656 results found
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Split items into lines from the Mobile App
Allow the customer to split the items into lines from the Mobile App for added convenience.
10 votes -
7 votes
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Change layout of line items
Change the layout of the line items on the item details page so users can see all the information clearly. Currently, some details are shortened or even hidden such as the VAT rates which clients cannot select the bottom one as it is hidden - scrolling or typing the needed rate does not help and the last one always remains hidden and cannot be seen
36 votesWe are exploring an alternative view for line items. Thanks for the feedback
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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 -
Customize/change item type selection from the RB default list
I would like to be able to add/customize my own label of another item type from the RB default selection (Receipts, ATM withdrawal, Other, Invoice...)
12 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 -
New Integration: SAP Business One
I would like an integration with SAP Business One (Accounting System).
15 votes -
Send notifications when bank statements have been processed
Send notifications when bank statements have been processed
19 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
12 votes -
Autopublish per user
I'd like to be able to autopublish all except for items uploaded by one particular user as all of their items will need to be added to Expense Reports.
Another alternative would be to prioritize adding items to Effortless Expense Reports to happen before the act of autopublishing.
9 votes -
Approved Expense Reports should not allow additional items to be added
We have just realised that expense reports can have additional items added to them after they've been approved and can be published without further approval. This doesn't make sense to me and I would love to gain an understanding about how this function works.
32 votes -
Bill.com Departments List
Can you please enable the Departments list as additional tracking for Bill.com
9 votes -
Archive for Bank Statement Extraction
Once the partner has downloaded/actioned the bank statement, to move it to an archive so they know what has been completed
14 votes -
Simultaneous Advanced search for Inbox & Archive
Can you please make it so that when you use Advanced search there's an option to search both the Inbox & Archive? This would make it so much easier to find items within accounts
33 votes -
Ability to search through items within the Mobile app
should be able to search receipts from mobile device
10 votes -
New integration: Wave
Please add an integration with Wave accounting software
11 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 -
Project visibility in Expense Reports
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 votesHi,
We have added the ability to pick and choose which columns you would like to see on the expense reports page.
Once you are in an expense report, select the cog above the transactions and you will be able to select tracking or project categories.
We are also looking at implementing this for downloadable reports soon, and will add the 'Customer' field soon as well.
Feel free to reply with any further feedback while we are adding the remaining refinements
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Transfer items between users & accounts
I would like to be able to move incorrectly uploaded items from one user to another within an account or within different ones. This is particularly key for my clients with multiple entities
48 votes -
Flexible Columns in the Suppliers tab bulk edit supplier rules
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
17 votes
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