1788 results found
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Sales/Income Reports
The ability to create, edit, and use Income/Sales Reports, much in the same way Expense Reports work, but for Sales items instead.
20 votes -
Transfer Clients to another accountant/ remove clients
option to transfer a client from one partner to another directly from their dashboard or an option to remove the client
20 votes -
Send notifications when bank statements have been processed
Send notifications when bank statements have been processed
20 votes -
Supplier Aliases
Most of my clients have been with me for years and previous accouting softwares. As a result the suppliers within their Xero account are named differently to how Receipt Bank picks them up. It would be a lot of trouble for me to go through and merge/rename all of the suppliers in each client. Some of my clients also use generic suppliers such as 'Fuel' and 'Cafe'. I'd like to be able to set up a list of aliases for my suppliers, and have merging of suppliers automatically add the merged supplier names to this list
20 votes -
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)…
20 votes -
Better management of payment methods
Please could we have more options within the payment methods section. In particular, it would be really helpful to be able to archive old payment methods, rather than keeping or deleting them, and to merge duplicate payment methods.
19 votes -
Flag items via the Mobile app
Option to Flag items via the Dext Mobile app
19 votes -
19 votes
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Allow client users to initiate messages from the Web App
The Customer would like to see the option for Item Messaging for Admin users in PPC accounts so they can also send such messages to users.
19 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.
19 votesWe will look to enable this
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19 votes
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support canadian tax (dual tax) without the need of an integration
Dual tax is only extracted when connected to an accounting software. Client would like to be able to extract dual tax when not integrated as well
19 votes -
Flexible Columns in the Suppliers tab bulk edit supplier rules
In order to bulk set rules in the Suppliers tab it would be much easier for me if I could set additional rules for my required fields from the Suppliers list rather than having to go into each individual supplier
19 votes -
Using the Tab key to navigate through fields
In both the item view & edit line items tool could you please enable "Tab" from a field with a drop down. The current method requires me to arrow down to select the choice then to "enter" to lock it in and move to the next field. I expect to be able to Tab to lock in the selection and move to the next field. Also a way to pre fill a partially typed choice (say I type "oth" and the only found category is "Other" ... I'd like to see that one in my field selector and then only…
19 votes -
Sort Payment Methods
It would be really useful to be able to sort the order of the payment methods appearing in Maintain Lists
19 votes -
Supplier rules applied across all client accounts
It would be incredibly useful if it was possible for me to apply the supplier rules for one client across a number of other clients for any matching suppliers and categories.
This would make it easy to apply automation across the large franchise groups I work with who share the same suppliers and chart of accounts
Another way to achieve this for my example is to have "default clients" with "default supplier rules" that could be duplicated when creating a new client.
19 votes -
Edit user name within mobile app
Hi, it would be great if I can edit my in app name. Thanks
19 votes -
Approvals by expense submitter
It would be very useful to be able to set up an Approval Workflow based on the user who has submitted the expense.
In some situations a manager of a department needs to approve the charges one of their team has made. There may be 5 receipts from Staples in Dext, but as a manager I only need to approve the Staples purchase that was made by MY admin, not the staples purchases made by other departments. Therefore, being able to set up an approval workflow that includes the submitter would separate out the Staples purchase that needs my attention…
18 votes -
Default Document Owner
Option to set Default Document owner when uploading items via the Web app
18 votes -
Bulk edit tax.
I would like to be able to bulk edit the tax amounts.
18 votes
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