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1788 results found

  1. 76 votes

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    7 comments  ·  Expenses  ·  Admin →
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  2. To be able to Read "delivery Address" on invoices and choose the location automatically on XERO.

    this will enable us to auto publish invoices rather than going to each one individually and check the delivery location and choose the relevant location

    this will help us on a MAJOR level.

    70 votes

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    2 comments  ·  Extraction  ·  Admin →
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  3. 70 votes

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  4. Option to disable the pop-up notifications letting you know an items has been published

    63 votes

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  5. Reminders to approve an invoice after x amount of days... if not approved by x amount of days then moves to their manager for approval. This would take away the need to micro manage the approval workflow process.

    62 votes

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    Under Review  ·  2 comments  ·  Approvals  ·  Admin →
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  6. Having Line Items extracted from Sales invoices with all the included features for Cost item Line Items.

    62 votes

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    1 comment  ·  Line Items  ·  Admin →
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  7. Send payment to a vendor from a bill/invoice! Like bill.com or Melio

    58 votes

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    2 comments  ·  Other  ·  Admin →
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  8. To put different colour flag for the items in the Inbox so users wouldn’t have to go through all the invoice sitting DEXT inbox and check what belongs to them.

    56 votes

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    Under Review  ·  4 comments  ·  Workflows  ·  Admin →
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  9. The ability to add or customize what data is extracted by the software, and being able to add the relevant fields.

    53 votes

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    5 comments  ·  Extraction  ·  Admin →
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  10. 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.

    53 votes

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    2 comments  ·  Mobile  ·  Admin →
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  11. Please can you integrate with Microsoft Dynamics?

    53 votes

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    Under Review  ·  dominic.pote responded

    Hi,

    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

  12. 52 votes

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    1 comment  ·  Workflows  ·  Admin →
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  13. I would like to be able to move incorrectly uploaded items from one user to another within an account or within different ones. This is particularly key for my clients with multiple entities

    51 votes

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    5 comments  ·  Other  ·  Admin →
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  14. Being able to directly publish bank statements upon having them extracted.

    49 votes

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    Under Review  ·  5 comments  ·  Publishing  ·  Admin →
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  15. Can you please add the option to delete Suppliers in RB rather than merging them?

    48 votes

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    3 comments  ·  Design  ·  Admin →
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  16. 46 votes

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    Under Review  ·  1 comment  ·  Integrations  ·  Admin →
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  17. 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

    46 votes

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    4 comments  ·  Extraction  ·  Admin →
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  18. Extract data from receipts/invoices that comes to Receipt Bank as xls or xlsx files i.e. excel tables.

    45 votes

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  19. A reference number field would be useful for items with a receipt reference number or customer reference number

    44 votes

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    3 comments  ·  Extraction  ·  Admin →
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  20. 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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