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  1. 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

  2. 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

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    4 comments  ·  Other  ·  Admin →
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  3. 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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  4. I cannot apply my departments from Sage 50 in Receipt Bank. This means I either have to apply them in the csv after export or apply them in Sage 50 - but I really want my client to apply them directly in Receipt Bank! This would save me so much time.

    13 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. 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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  6. 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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  7. Hi. If we have an employee that sent an expense report claim to the wrong approver, can we have the option to reverse this?

    126 votes

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    6 comments  ·  Expenses  ·  Admin →
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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. Being able to directly publish bank statements upon having them extracted.

    48 votes

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    Under Review  ·  5 comments  ·  Publishing  ·  Admin →
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  14. 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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  15. 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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  16. Within MYOB there's an additional tracking field called Category. Could you please provide us with the ability to also utilise this field within RB

    17 votes

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  17. As there are many differences in the exchange rates used by the client's banks, it would be great if users could enter an exchange rate by themselves and change it if necessary. Thus, they won't need to edit hundreds of items, they will only have to update the rate.

    21 votes

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    4 comments  ·  Other  ·  Admin →
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  18. Simple bill approval system integrated into Dext Prepare. Mark an item as requires approval - Mark user who can approve (can be saved for automatic fill-in for this supplier) - it shifts the bill to a new list (awaiting approval) - send that user an email to tell them it is there.

    They logon, click approve and it sends the bill to the normal awaiting export list, hey presto simple, no need for comments or anything like that.

    At the moment, I have to export the image, email it, await email confirmation etc, difficult to keep track of.

    158 votes

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    13 comments  ·  Expenses  ·  Admin →
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  19. I work with businesses in Canada who have to report on two taxes on purchases - GST and PST. Currently Receipt Bank isn't built to work with two taxes meaning I have to use workarounds for some items and it takes up a lot of my time.

    9 votes

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    0 comments  ·  Workflows  ·  Admin →
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  20. It would be really useful to be able to sort the order of the payment methods appearing in Maintain Lists

    18 votes

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    1 comment  ·  Design  ·  Admin →
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