1498 results found
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Ability to Customize/Add Extraction Fields
The ability to add or customize what data is extracted by the software, and being able to add the relevant fields.
50 votes -
Expense approvers to see only reports that are for them
Can expense approvers see all receipts in RB? Or they can only see all expense reports that have been generated? Is it possible to limit approvers to see reports that are for them to approve rather than all others' reports?
50 votes -
Delete Suppliers
Can you please add the option to delete Suppliers in RB rather than merging them?
48 votes -
Pay vendors directly from Dext
Send payment to a vendor from a bill/invoice! Like bill.com or Melio
47 votesWe are working on this - Please share your interest
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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.47 votes -
46 votes
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Ability to choose separate email to receive billing/subscription notifications
Development of an ability to set a separate email for Dext subscription and billing notifications, not visible to all the administrator users in the account.
46 votes -
Transfer items between users & accounts
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
46 votes -
45 votes
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Publish bank statements directly to the accounting software
Being able to directly publish bank statements upon having them extracted.
45 votes -
Supplier rules bulk edit
The ability to bulk edit Supplier rules like Line item extraction and additional Accounting software.
44 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.
44 votes -
Approval person's name on the PDF summary at Approved
Approver's name of the expense report to be displayed when downloaded via PDF
44 votes -
Add item type as a Supplier rule
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 -
Disable payment method extraction & auto-creation for certain clients
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
42 votes -
Bank Match to Match more than 10 days of thed date
Bank Match to consider entries paid more than the next 10 days of the document date
41 votes -
Option to lock approved expense reports so that users will not be able to add item to it once it has been approved
Option to lock approved expense reports so that users will not be able to add item to it once it has been approved
40 votes -
Extract data from xls and xlsx files
Extract data from receipts/invoices that comes to Receipt Bank as xls or xlsx files i.e. excel tables.
40 votes -
Send notification when items are merged
I would like to receive a notification when items are merged.
40 votes -
Reference / Customer number field extraction
A reference number field would be useful for items with a receipt reference number or customer reference number
40 votes
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