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1492 results found

  1. Review paperwork requests via the web app as on the Mobile

    13 votes

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

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
  3. 25 votes

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

    40 votes

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  5. 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 →
  6. 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 →
  7. 6 votes

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    0 comments  ·  Bank  ·  Admin →
  8. 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 →
  9. 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 →
  10. 7 votes

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  11. 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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  12. 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 →
  13. 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 →
  14. 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 →
  15. 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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  16. 12 votes

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    2 comments  ·  Publishing  ·  Admin →
  17. Matching bank transactions for users integrated with Freeagent

    5 votes

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    0 comments  ·  Match  ·  Admin →
    1. please get rid of the processing status pop-ups that appear on the bottom left side of page. They're not required. Anything that isn't processed or has error processing will remain in the In Box. The scrolling pop-up is annoying and takes up screen space. I know it was moved to the bottom left side of the screen as an improvement, but it's just in the way. Get rid of it pretty please :)

    2) re: Multiple line items. I use this feature all the time and set supplier defaults, then edit each entry. Is there a way to condense the…

    7 votes

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    0 comments  ·  Line Items  ·  Admin →
  18. Client would like to fetch bank statement in US which is not possible at the moment as it was removed 2 yrs ago

    11 votes

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    0 comments  ·  Bank  ·  Admin →
  19. Can you please add either a separate use privilege level, or a toggle on existing ones, to prevent users making changes on items - view only privileges

    29 votes

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