53 results found
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Make fields mandatory before publishing
Option to make fields mandatory such as the customer or class field in order for the item to be ready for publishing
110 votes -
Publish bank statements directly to the accounting software
Being able to directly publish bank statements upon having them extracted.
45 votes -
Publish Sales Invoices to Kashflow
Wish to be able to publish Sales Invoices to Kashflow
32 votes -
Publish to Xero VAT only invoices
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 -
Additional field for payment date and supplier rule option
Would like to be able to have invoice date and payment date fields, as otherwise it defaults to invoice date and we have to change it every time in Xero. It would be also good to be able to set up in a Supplier rule or Account settings, whether you would like the Paid Date to default the Invoice Date, Due Date or Today's Date.
25 votes -
Link users in Receipt Bank to users in QuickBooks Online
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
17 votes -
invoice approval
approve/ disputed marker
15 votesWe are working on a better approval process. Thanks for the feedback
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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.
15 votes -
Sage 50 - Publish to Sage Drive
Partners are running into an issue where they are publishing items to a local copy of a Sage 50 company file. Changes/publications are not reflected in the 'cloud' copy of the company file distributed by Sage Drive. This is impactful when they work with a team since they can’t work with the last update of the company file.
11 votes -
11 votes
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Suggested conversion amount for foreign currency items
The conversion rates usually result in items not matching the total of the outgoing transaction in the Xero bank feed. This means that they can’t autopublish items from foreign suppliers and have to go into Xero and manually review & adjust the totals.
Similar to ‘Find & Match’, in foreign currency items search the bank account for items that match everything but total, and whose total is within a certain range of error, and suggest the total in Xero as an amount to change the item total to.
11 votes -
Publishing History
Can we have a new publishing history so that we can see which users have published documents into the accounting software rather than having to find each document and look at the 'history' tab as some clients publish documents incorrect so a new tab would be easy to identify all documents that they have publish.
8 votes -
Owner of item in QBO
Owner of the account in Dext should appear s the owner of the item in QBO as well.
8 votes -
Freeagent multiple currencies
The ability to publish multiple currencies to Freeagent, instead of having the currency converted to the base currency.
7 votes -
Bulk edit tax rate
Is there any chance we can request that the option to edit Tax Codes can be added to the Bulk Edit option?
I’ve got a load of foreign currency items, paid on a personal card that I need to process and these are picking up the local tax, which needs to be changed to ‘Zero Rated Expenses’ before I publish to Xero. I really expected this option to be there on the Bulk Edit and was pretty disappointed when it wasn’t. Would save me oodles of time.
5 votes -
Disable Cost Image Upload to Sage Accounting SA
Option to select disable image upload when publishing cost Invoices to Sage Accounting SA. Published images only to be available in Archive on Dext Prepare and not in Sage.
5 votes -
Quantity box next to products / services
Add a quantity box for the products / services box on the items details page - otherwise it's manual for partner to then add line items to determine the quantity of the product of the invoices
5 votes -
Sales Purchase orders, Xero
Would like to process Sales Purchase Orders to Xero
5 votes -
Have the option to publish locations in expense reports to Quickbooks Online
Have the option to publish locations in expense reports to Quickbooks Online
4 votes -
Auto Publish rules based on document type & Conditions
Ability to auto Publish a document based on type whether it is a receipt or an Invoice.
For example I have a supplier called UPWORK that I can auto fetch the documents from them. However I receive both invoices and receipts. i want the ability for that supplier to auto publish the receipts but ignore the invoices.
3 votes
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