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  1. I usually process transactions every three months, so it would be useful if any unused items from previous months could roll over to the next

    12 votes

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    1 comment  ·  Direct  ·  Admin →
  2. Inventory or stock refers to the goods and materials that a business holds for the ultimate goal of resale, production or utilisation. Inventory management is a discipline primarily about specifying the shape and placement of stocked goods.

    6 votes

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    0 comments  ·  Design  ·  Admin →
  3. 7 votes

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    0 comments  ·  Expenses  ·  Admin →
  4. I would like to be able to add/customize my own label of another item type from the RB default selection (Receipts, ATM withdrawal, Other, Invoice...)

    12 votes

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    0 comments  ·  Workflows  ·  Admin →
  5. When viewing an Expense Report which is unable to publish due to an item error can we please cause it to highlight the item in question to make it easy to identify and fix

    11 votes

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    0 comments  ·  Expenses  ·  Admin →
  6. 8 votes

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    0 comments  ·  Workflows  ·  Admin →
  7. I'd like to be able to autopublish all except for items uploaded by one particular user as all of their items will need to be added to Expense Reports.

    Another alternative would be to prioritize adding items to Effortless Expense Reports to happen before the act of autopublishing.

    9 votes

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    Under Review  ·  0 comments  ·  Expenses  ·  Admin →
  8. I work with businesses in Canada who have to report on two taxes on purchases - GST and PST. Currently Receipt Bank isn't built to work with two taxes meaning I have to use workarounds for some items and it takes up a lot of my time.

    9 votes

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    0 comments  ·  Workflows  ·  Admin →
  9. Previously, when we searched for items in the Inbox and simply clicked on Archive, the same search results appeared, which helped us to easily locate items within both sections.

    However, with the new view, when searching through the new Inbox/Archive view the filtered items appear in a tab 'Search Results' which, however, doesn't indicate whether the item is in the Inbox (not published) or in the Archive (published). If we switch to another sub-section under Inbox (as Archive is now a sub-section of Inbox) the search results are cancelled, thus we need to enter them separately in each section which…

    9 votes

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    0 comments  ·  Design  ·  Admin →
  10. Corner highlighter while capturing documents. With an additional focus on long receipts, which could be scanned continuously.

    0 votes

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  11. A price checker feature that automatically notifies you when a billed price differs (higher, lower) than the agreed product price would be great. The price checker would compare the extracted line items from bills against your pre-loaded price list.

    0 votes

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    0 comments  ·  Admin →
  12. Feedback from a partner: "Following the release of the multiuser merge function one of our clients has come to us with a question. They were on a call with one of our internal members of staff a few weeks ago and when sharing screens have noticed the Dashboard view on our internal practice.

    They would be keen to explore this option from a client perspective – basically they have about 60 entities in total and would like to be able to view these at a Dashboard level – I appreciate prior to the multiuser function this would likely not be…

    0 votes

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    0 comments  ·  client list  ·  Admin →
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