1501 results found
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11 votes
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Bulk edit tax.
I would like to be able to bulk edit the tax amounts.
16 votes -
Increase picture size limit
INCREASE SIZE LIMIT OF PICTURES.
6MB is too small with new phones where pictures are often above 6 MB and hover around 12 MB.
6 votesReviewing Limits
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Split lines - don't require principle category/project
When splitting lines for an invoice, do not require a main/principle category and project for that item- its just confusing. Solution - when line items are created, grey out those main boxes.
4 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 -
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
30 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 -
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 -
Set rules to automatically apply supplier when unable to extract
Option to set a rule to say "if an invoice is in this format, then its probably X supplier" for items where the system is unable to extract the supplier
3 votes -
Pull Products/Services from QuickBooks Online when integrated with ApprovalMax
Would like to be able to assign products/services to my documents, just like when integrate directly with QuickBooks.
10 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 -
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 -
12 votes
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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 -
Set rules for Expense Approvers
Ability to save which user has to approve another user's Expense Reports. Something like setting rules for that. We don't want to select it each time.
6 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).
39 votes -
25 votes
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Send notification when items are merged
I would like to receive a notification when items are merged.
40 votes -
Integration: MYOB Advanced
Integrate with MYOB Advanced
25 votes -
Allow invoices with invoice # over 21 characters to be published or remove the "-" from Amazon Invoices
Amazon invoices include "-" in between the numbers in the invoice number which are extracted by dext making the invoice number over 21 characters and cannot be published. These should not be extracted or at least allow items with this error to be published.
22 votes
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