1760 results found
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New Integration: NetSuite
Please add an integration with NetSuite
101 votesWe leverage Dext with Netsuite internally and will be exploring the interest for making this available. Please provide further details if this is of interest to you and your clients.
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Ability to submit multi items PDFs irrespective of number of pages in each item / multi page recognition
be able to submit multi-items pdf even when it consists of one-paged items as well as multi-paged items.
17 votes -
Boost for Bank Statements
Hi, would be great if there is a boost feature for the bank statements too.
33 votes -
Clients to be able to view item messaging via the web app as well
PPC clients to be able to view item messaging via the web app as well
80 votesWe are reviewing how to make this better, thanks for the feedback
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Bulk edit suppliers
I would like to be able to set the same supplier rules for several suppliers at once.
79 votes -
Apply Supplier rules to Line Items
As it stands I am currently having the individually code the line items and then calculated the GST on each and then publish, hardly the concept of Receipt Bank at all. Can you please automatically apply supplier rules to line items when I manually create them. If I need to I'll adjust them anyway but pre-filling them will save me time for a number of them.
33 votes -
Add new supplier categories from supplier rules tab
It would save a lot of time if we could manually add supplier categories (compte) on the supplier rule tab from the item view or on the supplier page instead of having to go through account settings > manage lists > add codes.
Having the correct supplier categories is vital for the csv export formats in France!
17 votes -
Export & import suppliers & their rules
It would be really useful for me to be able to export a list of all my suppliers, including details on rules like the default tax rate & category. This would allow me to easily review the rules as well as giving me a local backup of my suppliers list to use elsewhere in my systems.
It would then allow me to make changes within the CSV and upload it to bulk update the rules in Receipt Bank.
46 votes -
Reference / Customer number field extraction
A reference number field would be useful for items with a receipt reference number or customer reference number
44 votes -
Delete Suppliers
Can you please add the option to delete Suppliers in RB rather than merging them?
48 votes -
Additional fields in Flexible Columns
Please update Flexible Columns to include other fields such as Tax Rate, Invoice Number, Payment Method, Item ID, Due Date & Paid
23 votes -
Add and edit Suppliers in the mobile app
Is it going to be possible to manually edit the supplier name from the Mobile App (add new supplier) as currently you only can choose between existing suppliers
33 votes -
Extract item description
Can you please extract the Description on items
128 votes -
Update the Bulk Edit tool to include Supplier, Payment Method, Paid, Publish To, Currency, Project, Project 2 etc
In order to avoid doing it one at a time on all my items, I'd like to be able to use the Bulk Edit tool to edit additional fields on items
33 votes -
Default Category rule per user or per payment method
Can you please allow us to set default rules for Category by users and for payment methods.
When a certain user submits an item or payment method is extract to set default category as a rule.
92 votes -
Ability to edit fields pre-submission (in particular Category)
Ability to edit the following fields prior to submission:
- Supplier
- Payment Method
- Project 2
- CategoryThe most popular requested field to edit pre-submission is Category
This would allow me to ensure that the details are picked up as I require and would mean that the information will definitely carry across to after processing (i.e. if the Payment Method isn't visible I don't want to lose that data)
38 votes -
US date formats
Can you please add the option to have dates in the MM/DD/YYYY format used by the US market as opposed to DD/MM/YYYY
211 votes -
Enable the automatic line items extraction for Direct Business & Business Plus users
There are many new direct users who would like this feature enabled for their accounts.
31 votes -
Ability for Receipt Bank to process CIS invoices
Can you please add the ability for Receipt Bank to be able to process CIS invoices.
83 votes -
Dext API Access
It'd be great to have API access - please update me when this becomes available
161 votesHi,
Thank you for your patience on this request, we are discussing this internally.
However you can use Zapier to Connect Dext Prepare to an accounting software that is not currently supported via our API, help centre article here: https://help.receipt-bank.com/hc/en-us/articles/360033470294-How-Dext-Prepare-and-Zapier-can-work-together
Best Regards,
Dom
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