1787 results found
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Delete Suppliers
Can you please add the option to delete Suppliers in RB rather than merging them?
48 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
46 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).
44 votes -
Bulk Edit Sales Receipts as paid and to which bank account
To be able to bulk edit numerous sales receipts as paid and to go into one bank account for Sage 50 Desktop Much like the cost receipts.
3 votes -
Transfer Clients to another accountant/ remove clients
option to transfer a client from one partner to another directly from their dashboard or an option to remove the client
20 votes -
pictures are saved as PDF
That all pictures loaded to DEXT are automatically saved as PDF's
6 votes -
11 votes
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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 -
Reference / Customer number field extraction
A reference number field would be useful for items with a receipt reference number or customer reference number
44 votes -
Integration: MYOB Advanced
Integrate with MYOB Advanced
28 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 -
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.
25 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 -
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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Display recent categories first
Display the categories as most recently used first.
7 votes -
25 votes
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Freeagent multiple currencies
The ability to publish multiple currencies to Freeagent, instead of having the currency converted to the base currency.
9 votes -
Simultaneous Advanced search for Inbox & Archive
Can you please make it so that when you use Advanced search there's an option to search both the Inbox & Archive? This would make it so much easier to find items within accounts
35 votes
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