77 results found
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Ability to create items in the absence of an actual document
The ability to create items in the absence of an actual document.
23 votesWe are looking to support Quotes/invoices and manual items thanks for the feedback
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SMS Invite functionality support in more countries
Users would like the functionality to invite via SMS to additional countries:
- Cambodia
- Fiji
- Samoa
- China
- Germany
- Argentina
- Brazil
- Papau new Guinei
- Poland
- Vanuatu
- Panama23 votesWe are reviewing the countries we support. Thanks for the feedback
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Publishing to Bank in FreeAgent
Can you please add the ability to publish to Bank in FreeAgent, not only to Expenses and Bills.
22 votes -
Products & Services for Sales items (Xero integrated accounts)
Make products & services available for Sales items (Xero integrated accounts).
21 votes -
Auto-archive without publishing (supplier rule)
Idea : Auto-archive (without publishing) at supplier level
Why : For many suppliers, we have bank rules in Xero or QBO to have bank transactions automatically recorded without a receipt (monthly subscriptions are a good example of these). Although we do want to keep the receipts in the Archive in case of future audit, we don't want to publish and match all receipts if not required. What we currently do is, for these suppliers, we 'select all' and manually 'archive' all selected items.
If we could simply 'auto-archive without publishing' certain suppliers, that would be game changer for our 40+…
19 votesWe are reviewing this functionality to add. Thanks for the feedback
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Transferring Check # when publishing items to Check in QBO
I’m using Receipt-bank with the Quickbooks integration. Sometimes, when I pay a bill with a check, I publish it in the « check » category of Quickbooks. I would like to know if there is a way to fill the « check number / reference » field that is present in Quickbooks directly in receipt-bank (in the app if it’s possible). Because for now, I haven’t found it, and I need to open the bill a second time in Quickbooks just to enter this number, and it takes time
Currently, the workflow is an item's Receipt Bank ID number (RB9110907204)…
19 votes -
New Integration: Zoho Books
Please can you build a direct integration with Zoho Books?
18 votes -
Xero - Sales Invoices - Reference field
When a sales invoice is published to Xero, the item ID appears under the Reference field in Xero. Some customers don't want the item ID to be transferred to the Reference field in Xero as they would like to use that field for something else.
17 votes -
Integrate with Sage 300
Integration with the Sage 300 Canadian software
17 votes -
Send line items to different jobs in Workflow Max
From the testing I’ve been doing, by assigning an overall project, all costs are allocated to that job and are not split down by the line items. Please set it so that when items have line items on them allocated to different projects they end up assigned to these projects in WFM.
This also impacts publishing Expense Reports to WFM - because all the expenses within the report can only be assigned to a single project.
17 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 numbers in expense report
To have the invoice numbers included in the expense report when it is exported
16 votes -
15 votes
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invoice approval
approve/ disputed marker
15 votesWe are working on a better approval process. Thanks for the feedback
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Extract location/projects to assign automatically on the invoice
Have a way to extract location and classes (QBO) on the invoice as when you have several locations for one same supplier, it would be very useful to have it assigned automatically on the invoice.
Otherwise, we are losing time to go back to the invoice and change it manually
As for now, we can only assign one location to a supplier's rule.15 votesWe are working on tracking category extraction
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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 -
Item Messaging available on SMB plans
We need the ability to use Item Messaging feature with our employees on the direct SMB plans as it would save us so much time and effort.
14 votesWe will look to enable this
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Un-Approve an Expense Report
Un-Approve an Expense Report
13 votesHi,
Thank you for your feedback, we have taken this into the roadmap and it is being looked at as part of our revamp of the expense report approval process
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Control over font Format of downloaded expense reports
The font in the report is not dark enough to read. When Expense reports are downloaded as pdf, I download to email and the recipients complain the text of the report is too faint to read, or when printed is too faint to read
Also my criticism of the text being too light. I appreciate that the development team must address this but it would be nice to have control over report structure
As I must email expense reports to those that approve payment, it's most concerning that they complain about the report being difficult to review. I don't like…
13 votes -
Flag items via the Mobile app
Option to Flag items via the Dext Mobile app
12 votes
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