1760 results found
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Supplier rules bulk edit
The ability to bulk edit Supplier rules like Line item extraction and additional Accounting software.
47 votes -
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 -
46 votes
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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 -
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
45 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
44 votes -
Marking single line item as billable
We use QuickBooks Online and need to be able to breakout which line items in Receipt Bank are billable and which are not, and also to whom (by choosing a client per line).
44 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 -
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 -
Assign Approver to a Usr
Ability to assign an approver to a user so this user will be able to send the reports for approval only to the assigned approver.
42 votesHi,
We are currently working on this and will be available soon.
Anna
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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.
42 votes -
Add favourites/Filter categories in both the Mobile/Web app
In the mobile app can you filter accounts or sort by most used or last used in app. It would be handy not to have to scroll through entire list when I always use just a couple accounts when scanning in a receipt
41 votes -
Send notification when items are merged
I would like to receive a notification when items are merged.
40 votes -
39 votes
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Bulk Edit Supplier names of the invoices in the Inbox
I would like to be able to edit Supplier names of the invoices in my Inbox in bulk, just like the Categories and Customers
39 votes -
Rebillable Global Markup per QBO
The "Mark as Rebillable" feature needs to apply the global markup % defined in QBO. Right now a transaction will publish to QBO as rebillable, but the global markup % defined in QBO doens't apply to the transation
38 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 -
Merge Expense Reports
Option to merge two or more existing Expense reports in one
37 votes -
Notification when client uploads documents
Notification when client uploads documents
37 votes -
Sage Accounting enable multi-currencies
I would like to be able to publish multi currencies to Sage Accounting
36 votes
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