1675 results found
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Extract data from xls and xlsx files
Extract data from receipts/invoices that comes to Receipt Bank as xls or xlsx files i.e. excel tables.
41 votes -
New Integration: Intacct
Please create an integration with Intacct so that we can use it in conjunction with QBO & Bill.com and Sage.
28 votes -
View only privileges
Can you please add either a separate use privilege level, or a toggle on existing ones, to prevent users making changes on items - view only privileges
27 votes -
Publishing partially taxed GST or PST only invoices with second tax extraction turned on
The Problem:
If only a single tax is extracted, you must apply a single rate to it but it doesn't save the extracted amount:
ie) I may have a receipt that has a mixture of expenses that are both Exempt and GST but doesn't have PST.
- ie) purchase at fuel bar where the purchase is $100. of that amount $80 is fuel where GST applicable, the other $20 is grocery items that have NO tax at all.
Therefore if you apply the GST to the entire amount as suggested the GST amount will be $4.76
$3.80 would be the…17 votes -
Send line items to different jobs in Workflow Max
From the testing I’ve been doing, by assigning an overall project, all costs are allocated to that job and are not split down by the line items. Please set it so that when items have line items on them allocated to different projects they end up assigned to these projects in WFM.
This also impacts publishing Expense Reports to WFM - because all the expenses within the report can only be assigned to a single project.
17 votes -
Add line items from an item to an Expense Report
Sometimes not all items in a receipt are reimbursable so it would be nice if you could make it possible to only add the lines that need to be reimbursed to Expense Reports .
23 votes -
Sub-categories in Categories
Can you please have an option to add a sub-category field for category lists uploaded via CSV
22 votes -
Sorting the Archive by the Status column and adding the Publish date as a search option
I would like to request to have an option to sort archived items by published dates or an option in filter to display published items only with published date range parameter. I would like to be able to see this in a CSV too.
27 votes -
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
18 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 -
Disable payment method extraction & auto-creation for certain clients
I would like to be able to prevent certain client's items from auto-creating a new payment method.
My client writes the cheque number on the invoice, and ALL of these cheques are showing up as new payment methods
For some of our clients we only process our client's bills so Payment Methods are confusing & distracting. For others we have specific payment accounts that we'd like to be able to set up and use but all the extra payment methods being created, especially from all the personal cards, make it much harder to use the system
42 votes -
Add item type as a Supplier rule
Would like to have the possibility of setting type on per supplier basis as I get invoices from one supplier (only invoices) and just receipts from other, sometimes RB gets the type wrong and I need to run through all items to double-check
43 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 -
Send notification when items are merged
I would like to receive a notification when items are merged.
40 votes -
Supplier Aliases
Most of my clients have been with me for years and previous accouting softwares. As a result the suppliers within their Xero account are named differently to how Receipt Bank picks them up. It would be a lot of trouble for me to go through and merge/rename all of the suppliers in each client. Some of my clients also use generic suppliers such as 'Fuel' and 'Cafe'. I'd like to be able to set up a list of aliases for my suppliers, and have merging of suppliers automatically add the merged supplier names to this list
20 votes -
Supplier rules applied across all client accounts
It would be incredibly useful if it was possible for me to apply the supplier rules for one client across a number of other clients for any matching suppliers and categories.
This would make it easy to apply automation across the large franchise groups I work with who share the same suppliers and chart of accounts
Another way to achieve this for my example is to have "default clients" with "default supplier rules" that could be duplicated when creating a new client.
19 votes -
Ability to delete a manually created category list for unintegrated accounts
There's currently no way for partners & clients to delete category lists created manually or by uploading a CSV. This has to be done by a Receipt Bank dev
25 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 -
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
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