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1788 results found

  1. 46 votes

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    Under Review  ·  1 comment  ·  Integrations  ·  Admin →
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  2. Could we have rules with “IF”

    Example:

    If amount > X this

    If amount less < that?

    14 votes

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    4 comments  ·  Rules  ·  Admin →
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  3. Amazon invoices include "-" in between the numbers in the invoice number which are extracted by dext making the invoice number over 21 characters and cannot be published. These should not be extracted or at least allow items with this error to be published.

    25 votes

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    3 comments  ·  Extraction  ·  Admin →
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  4. 25 votes

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    1 comment  ·  Other  ·  Admin →
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  5. Integrate with MYOB Advanced

    29 votes

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  6. The ability to integrate Dext to VT accounts.

    8 votes

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  7. Ability for users to modify/formulate their plan based on number of users and number of extractions needed .

    8 votes

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    1 comment  ·  Direct  ·  Admin →
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  8. I would like to be able to pull a report where I can see who was the user who published a certain item and what GL was used

    24 votes

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    3 comments  ·  Workflows  ·  Admin →
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  9. I would like to be able to edit Supplier names of the invoices in my Inbox in bulk, just like the Categories and Customers

    39 votes

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    7 comments  ·  Workflows  ·  Admin →
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  10. Seems that when user are apllying a Category in the Mobile app, the full name of the Category and subcategory does not show and they are not able to make difference in the subcategories. A toggle for an option to turn on and off the relation will be helpful in this case

    9 votes

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    2 comments  ·  Workflows  ·  Admin →
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  11. Option to disable the pop-up notifications letting you know an items has been published

    63 votes

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  12. Allow the customer to split the items into lines from the Mobile App for added convenience.

    12 votes

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    0 comments  ·  Mobile  ·  Admin →
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  13. 7 votes

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    0 comments  ·  Workflows  ·  Admin →
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  14. 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.

    12 votes

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    1 comment  ·  Match  ·  Admin →
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  15. 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

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    0 comments  ·  Workflows  ·  Admin →
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  16. 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

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    1 comment  ·  Direct  ·  Admin →
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  17. I would like an integration with SAP Business One (Accounting System).

    15 votes

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  18. Send notifications when bank statements have been processed

    20 votes

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  19. 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

    14 votes

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    1 comment  ·  Workflows  ·  Admin →
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  20. 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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