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  1. I'd like Receipt Bank to extract the ABN of suppliers on items. This would enable new suppliers to have the information added when publishing, to make paying them easier, as well as cross checking to ensure that they're GST registered.

    Additionally, extraction of bank & contact details would ensure that if suppliers change these then RB picks it up to ensure they're correctly paid.

    Another client: it would be great if bank account details can also be extracted from invoices, stored within Receipt Bank and then are available for extract via csv. A very timesaving development....

    31 votes

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    5 comments  ·  Extraction  ·  Admin →
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  2. When staff are traveling overseas and submiting items from new, one-off suppliers there's no tax on these items. Please add a setting to tell Receipt Bank whether or not to extract tax on items that aren't in the base currency of an account

    19 votes

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    2 comments  ·  Extraction  ·  Admin →
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  3. It would be great if we could add info about payment method and category when sending via the Mobile App before submitting for processing. This would be very helpful especially in terms of the payment method as it is not always shown on the items (especially invoices) and the users can simply add the info about the relevant payment method as they know best. Thus we won't have to chase them and ask what was the card used.

    29 votes

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    3 comments  ·  Workflows  ·  Admin →
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  4. Please can you build a direct integration with Zoho Books?

    20 votes

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    In Testing  ·  3 comments  ·  Integrations  ·  Admin →
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  5. Extract data from receipts/invoices that comes to Receipt Bank as xls or xlsx files i.e. excel tables.

    42 votes

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  6. Please create an integration with Intacct so that we can use it in conjunction with QBO & Bill.com and Sage.

    29 votes

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  7. 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

    29 votes

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  8. 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

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    0 comments  ·  Extraction  ·  Admin →
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  9. 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

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  10. 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 .

    24 votes

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    2 comments  ·  Expenses  ·  Admin →
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  11. Can you please have an option to add a sub-category field for category lists uploaded via CSV

    23 votes

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    1 comment  ·  Categories  ·  Admin →
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  12. 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

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    0 comments  ·  Design  ·  Admin →
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  13. 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

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    Under Review  ·  1 comment  ·  Publishing  ·  Admin →
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  14. 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

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    Under Review  ·  0 comments  ·  Publishing  ·  Admin →
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  15. 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

    45 votes

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    3 comments  ·  Extraction  ·  Admin →
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  16. 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

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    1 comment  ·  Rules  ·  Admin →
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  17. Can you please add the ability to publish to Bank in FreeAgent, not only to Expenses and Bills.

    22 votes

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  18. I would like to be able to publish multi currencies to Sage Accounting

    35 votes

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  19. I would like to receive a notification when items are merged.

    40 votes

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  20. 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

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    0 comments  ·  Other  ·  Admin →
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