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1577 results found

  1. 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

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    1 comment  ·  Rules  ·  Admin →
  2. Please add the ability to automatically crop receipts. Possibly with auto-rotating and resizing. Machine learning can greatly simplify/assist in this.

    12 votes

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    0 comments  ·  Other  ·  Admin →
  3. 12 votes

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  4. Display the categories as most recently used first.

    7 votes

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    1 comment  ·  Categories  ·  Admin →
  5. The ability to publish multiple currencies to Freeagent, instead of having the currency converted to the base currency.

    9 votes

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    1 comment  ·  Publishing  ·  Admin →
  6. Review paperwork requests via the web app as on the Mobile

    13 votes

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    4 comments  ·  Other  ·  Admin →
  7. Matching Purchases orders for Desktop users with Quickbooks, Hydra

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
  8. 25 votes

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    1 comment  ·  Other  ·  Admin →
  9. I would like to receive a notification when items are merged.

    40 votes

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  10. 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

    20 votes

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    2 comments  ·  Other  ·  Admin →
  11. I'd like Receipt Bank to extract the ABN of suppliers on items. This would enable new suppliers to have the information added when publishing, to make paying them easier, as well as cross checking to ensure that they're GST registered.

    Additionally, extraction of bank & contact details would ensure that if suppliers change these then RB picks it up to ensure they're correctly paid.

    Another client: it would be great if bank account details can also be extracted from invoices, stored within Receipt Bank and then are available for extract via csv. A very timesaving development....

    33 votes

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    5 comments  ·  Extraction  ·  Admin →
  12. 6 votes

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    0 comments  ·  Bank  ·  Admin →
  13. I would like to be able to pull a report where I can see who was the user who published a certain item and what GL was used

    24 votes

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    3 comments  ·  Workflows  ·  Admin →
  14. I have Image Sharing turned on, but links only appear in PDF files, not CSV files.

    4 votes

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    Under Review  ·  0 comments  ·  CSV Export  ·  Admin →
  15. 7 votes

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  16. The QBO Memo field is not getting populated with the Description under Item Details. If there is only 1 line item, is it possible to set the QBO Memo = Line Item Description, since when there is more than 1 line item a new description is entered for each line anyway.

    2 votes

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  17. option to search for items using the publish/archive date instead of the invoice date when using the advanced search

    12 votes

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    1 comment  ·  Other  ·  Admin →
  18. As it stands I am currently having the individually code the line items and then calculated the GST on each and then publish, hardly the concept of Receipt Bank at all. Can you please automatically apply supplier rules to line items when I manually create them. If I need to I'll adjust them anyway but pre-filling them will save me time for a number of them.

    34 votes

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    2 comments  ·  Line Items  ·  Admin →
  19. Be able to add a page (image) to an extraction already in Dext before publication or be able to combine two submitted documents into one. Example, an invoice and its proof of payment

    8 votes

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    3 comments  ·  Workflows  ·  Admin →
  20. I would like to be able to adjust the frequency that Invoice Fetch checks. Ideally this could be adjusted for each supplier if needed. For example, I've set up IF for Vodafone, they bill me monthly but, due to the 2FA on the account, I get emails and texts with codes every week when there will only ever be 1 invoice. Thank you.

    6 votes

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