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  1. 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

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    In Testing  ·  0 comments  ·  Expenses  ·  Admin →
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  2. Can you please enable the Departments list as additional tracking for Bill.com

    9 votes

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  3. Once the partner has downloaded/actioned the bank statement, to move it to an archive so they know what has been completed

    14 votes

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    2 comments  ·  Bank  ·  Admin →
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  4. 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

    35 votes

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    7 comments  ·  Design  ·  Admin →
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  5. should be able to search receipts from mobile device

    10 votes

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    0 comments  ·  Mobile  ·  Admin →
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  6. Please add an integration with Wave accounting software

    11 votes

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  7. 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

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  8. 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 votes

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    1 comment  ·  Expenses  ·  Admin →
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    Hi,


    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

  9. 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

    49 votes

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    5 comments  ·  Other  ·  Admin →
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  10. 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

    18 votes

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    0 comments  ·  Rules  ·  Admin →
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  11. All email notifications are sent out based on GMT which means in some time zones clients get those in the middle of the night which is not convenient. Can you please adjust the way they're sent to be based on time zones

    16 votes

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  12. The conversion rates usually result in items not matching the total of the outgoing transaction in the Xero bank feed. This means that they can’t autopublish items from foreign suppliers and have to go into Xero and manually review & adjust the totals.

    Similar to ‘Find & Match’, in foreign currency items search the bank account for items that match everything but total, and whose total is within a certain range of error, and suggest the total in Xero as an amount to change the item total to.

    11 votes

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    0 comments  ·  Publishing  ·  Admin →
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  13. In both the item view & edit line items tool could you please enable "Tab" from a field with a drop down. The current method requires me to arrow down to select the choice then to "enter" to lock it in and move to the next field. I expect to be able to Tab to lock in the selection and move to the next field. Also a way to pre fill a partially typed choice (say I type "oth" and the only found category is "Other" ... I'd like to see that one in my field selector and then only…

    19 votes

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    2 comments  ·  Design  ·  Admin →
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  14. When viewing an Expense Report which is unable to publish due to an item error can we please cause it to highlight the item in question to make it easy to identify and fix

    10 votes

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    0 comments  ·  Expenses  ·  Admin →
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  15. I have suppliers who give a discount off the total amount of invoices paid via direct debit. Can you setup for a supplier that each receipt scanned can be processed with a % discount

    26 votes

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    5 comments  ·  Rules  ·  Admin →
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  16. Could you please add the ability to select or limit the users an administrator, or expense approver, can have access to. This would be really beneficial for me in setting up teams and levels of management

    23 votes

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  17. Could we please customise the invite message we send to our clients?

    We want to make sure they have all the info they need prior to starting using the app, but at the moment the message they get is rather short and it requires further explanation

    29 votes

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    3 comments  ·  Onboarding  ·  Admin →
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  18. Being able to directly publish bank statements upon having them extracted.

    49 votes

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    Under Review  ·  5 comments  ·  Publishing  ·  Admin →
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  19. Can you please add Date as a merging criteria to the invoices? Some Australian invoices have the same Invoice number and same amount (mobile operator for example) but different date and they are merged incorrectly

    15 votes

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    0 comments  ·  Workflows  ·  Admin →
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  20. I've noticed a number of cases where a client's supplier sends directly their invoices to RB in an incorrect manner. E.g. 2 (or more) separate unrelated invoices in 1 multi-page PDF.

    It would be easier if the service could split these invoices or if there's a personalised email-in address not only for the single-page submissions, but for the multi-page PDFs, as well.

    13 votes

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