1760 results found
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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
36 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)…
20 votes -
Publishing items with both positive and negative line items
I would like to send both positive and negative line items to my integration.
When published to the integration - the negative line item is published with positive amount and is added to the total amount - so the totals between RB & the integration don't match.
16 votes -
Marking single line item as billable
We use QuickBooks Online and need to be able to breakout which line items in Receipt Bank are billable and which are not, and also to whom (by choosing a client per line).
44 votes -
Select the order that items are merged in
It would be really key for us if we could select the order in which item images are displayed after merging them. This would ensure we can have page 1 before page 2 before page 3, or a receipt following an invoice etc
168 votesWe are looking to make this possible, thanks for the suggestion
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Following links in email submissions and submit liked document
When an email comes through containing a link to an invoice or receipt can you please follow that link through to collect the document
25 votes -
Boost mode for client accounts
We've got access to Boost mode and we love it. We have a couple of clients who do their own bookkeeping and we'd love to be able to give them Boost too for when the clients internal bk goes to site and has some paperwork to upload
22 votes -
SMS Invite functionality support in more countries
Users would like the functionality to invite via SMS to additional countries:
- Cambodia
- Fiji
- Samoa
- China
- Germany
- Argentina
- Brazil
- Papau new Guinei
- Poland
- Vanuatu
- Panama24 votesWe are reviewing the countries we support. Thanks for the feedback
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Make fields required before submitting in Mobile App
It would be fantastic if you can set up the mobile app to require certain details such as Account, Memo, and Client before it allows submitting receipts.
I would like to make certain fields manadatory when employees are reconciling their cc purchases. For example. I would like the job and client field to be mandatory to be filled in.52 votes -
Edit user name within mobile app
Hi, it would be great if I can edit my in app name. Thanks
19 votes -
More than 10 lines Smart Split rule
Currently a user can only set a rules for 10 line items when using Smart Split however I've found that this limitation prevents me from using it for several key suppliers.
30 votes -
Move to xe.com for conversion rates
Hi, you currently convert items based on the conversion rate of ECB however this is less accurate than xe.com and makes it more difficult to manage these items for me as every item requires review and updating
16 votes -
Search through the new Inbox/Archive view
Previously, when we searched for items in the Inbox and simply clicked on Archive, the same search results appeared, which helped us to easily locate items within both sections.
However, with the new view, when searching through the new Inbox/Archive view the filtered items appear in a tab 'Search Results' which, however, doesn't indicate whether the item is in the Inbox (not published) or in the Archive (published). If we switch to another sub-section under Inbox (as Archive is now a sub-section of Inbox) the search results are cancelled, thus we need to enter them separately in each section which…
9 votes -
New Integration: Microsoft Dynamics 365 Business Central
Please can you integrate with Microsoft Dynamics?
53 votesHi,
Thank you for submitting your feedback and ideas for this integration. After an investigation into this integration our product team has decided to prioritise other integrations and features for the immediate future. If these plans change I will update you here.
Please continue submitting your feature requests as they are incredibly valuable for our team!
Many thanks,
Dom
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