1761 results found
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New Integration: Zoho Books
Please can you build a direct integration with Zoho Books?
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 -
Sort the Inbox and Archive by item submission date
Have the option to filter items in the Inbox and Archive by submission date. At the moment we can only sort by document date.
19 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 -
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 -
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 -
No tax extraction on foreign currency items
When staff are traveling overseas and submiting items from new, one-off suppliers there's no tax on these items. Please add a setting to tell Receipt Bank whether or not to extract tax on items that aren't in the base currency of an account
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 -
Security around which users can view certain bank accounts
Dext to have the ability to give limited access to users to view a bank account / credit card.
18 votes -
18 votes
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Edit Category List
The ability to edit and delete Category Lists.
18 votes -
Project visibility in Expense Reports
I'd like to be able to see the Project assigned to items within an Expense Report without having to drill down to each item individually within Receipt Bank
18 votesHi,
We have added the ability to pick and choose which columns you would like to see on the expense reports page.
Once you are in an expense report, select the cog above the transactions and you will be able to select tracking or project categories.
We are also looking at implementing this for downloadable reports soon, and will add the 'Customer' field soon as well.
Feel free to reply with any further feedback while we are adding the remaining refinements
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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
18 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
18 votes -
Default Document Owner
Option to set Default Document owner when uploading items via the Web app
17 votes -
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.
17 votes
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