1497 results found
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CIS deducted on sales items
CIS Categories on Sales Items
8 votes -
Add line items from an item to an Expense Report
Sometimes not all items in a receipt are reimbursable so it would be nice if you could make it possible to only add the lines that need to be reimbursed to Expense Reports .
25 votes -
Following links in email submissions and submit liked document
When an email comes through containing a link to an invoice or receipt can you please follow that link through to collect the document
26 votes -
Line by line items for costs invoices
If Dext could pick out line by line items that would be really helpful!
9 votes -
Ability to delete a manually created category list for unintegrated accounts
There's currently no way for partners & clients to delete category lists created manually or by uploading a CSV. This has to be done by a Receipt Bank dev
25 votes -
Option to filter transactions by description
Option to filter transactions by description or using key words from the description to locate and bring up only transactions with these key words in the description field
6 votes -
Data Field Mapping Tool
Design a selection tool box in supplier rules that can be used to help the machine learning system identify a particular field on a document. For example, if we get bills from a vendor every month where Dext constantly seems to struggle to locate the invoice number, it would be really great if we could go into that supplier's rules and specifically show Dext where the invoice number is on that particular supplier's bill format for all future invoices in the inbox.
10 votes -
Allow users to update or change an exchange rate
As there are many differences in the exchange rates used by the client's banks, it would be great if users could enter an exchange rate by themselves and change it if necessary. Thus, they won't need to edit hundreds of items, they will only have to update the rate.
21 votes -
Sub-categories in Categories
Can you please have an option to add a sub-category field for category lists uploaded via CSV
24 votes -
SMS Invite functionality support in more countries
Users would like the functionality to invite via SMS to additional countries:
- Cambodia
- Fiji
- Samoa
- China
- Germany
- Argentina
- Brazil
- Papau new Guinei
- Poland
- Vanuatu
- Panama24 votesWe are reviewing the countries we support. Thanks for the feedback
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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
22 votes -
Outstanding Paperwork reports History
Review of Outstanding Paperwork reports requests sent to clients
6 votes -
6 votes
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Publishing to Bank in FreeAgent
Can you please add the ability to publish to Bank in FreeAgent, not only to Expenses and Bills.
22 votes -
Boost mode for client accounts
We've got access to Boost mode and we love it. We have a couple of clients who do their own bookkeeping and we'd love to be able to give them Boost too for when the clients internal bk goes to site and has some paperwork to upload
22 votes -
Send notifications when bank statements have been processed
Send notifications when bank statements have been processed
20 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 -
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 -
QBO: Show Parent Class: Subclass in Dext
Can you make a change so that the parent class code is combined with the sub-class code with a colon in the dropdown menu? For example, I want to see this "Prog-ILP:class A"
Right now, there is no way to tell which class code is connected to the parent class, especially of the parent class have the same name as one of the sub-classes.
8 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
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