1794 results found
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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
81 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.
157 votesHi,
Thank you for your feedback, we will be exploring ways to expand the number of fields available when bulk editing suppliers.
We will send a follow up email when this is complete and available in the product.
Kind regards,
The Dext Product Team
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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.
34 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 -
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 -
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 -
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.
93 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)
39 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
212 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.
84 votes -
Dext API Access
It'd be great to have API access - please update me when this becomes available
164 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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