1657 results found
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Option to turn On/OFF the category and sub category relation in Dext and QBO
Seems that when user are apllying a Category in the Mobile app, the full name of the Category and subcategory does not show and they are not able to make difference in the subcategories. A toggle for an option to turn on and off the relation will be helpful in this case
9 votes -
Option to disable publishing notifications
Option to disable the pop-up notifications letting you know an items has been published
66 votesSorry this has taken so long to explore, we will look to add an option to suppress or make them not cover the view when working quickly. Thanks for the feedback.
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8 votes
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Adjust Bank Match payment date to match payment date on bank feed
If a receipt has a date that differs from the date of the payment on the bank feed, you should take the date of the payment on the bank feed for the created payment. For example if a invoice from 2nd May matches a payment on the 3rd May and you autofill and push the transaction over to Xero, the invoice created should take the date of the 2nd May but the payment should take the date of 3rd May.
This is the best practice.
12 votes -
Customize/change item type selection from the RB default list
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 -
Unused items to roll over to next month
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 -
Send notifications when bank statements have been processed
Send notifications when bank statements have been processed
21 votes -
Applying Cash payment method
Receipt Bank will pick up if an item is paid by cash, as shown by the column within the Inbox, however it won't use this to apply a payment method with the Ref 'Cash', or similarly one with the Ref 'PayPal'. Can you please modify this so that these payment methods will be automatically applied on these items. This will save me a lot of time going in and manually updating every single one of these items
14 votes -
Autopublish per user
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 -
Archive for Bank Statement Extraction
Once the partner has downloaded/actioned the bank statement, to move it to an archive so they know what has been completed
17 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
44 votes -
Ability to search through items within the Mobile app
should be able to search receipts from mobile device
15 votes -
Return emails to sender if their @receiptbank.me email doesn't exist
Currently when items are sent to an invalid (non-existent) @receiptbank.me email address they'll go nowhere and there's no notification of this. Being able to return these to the sender would ensure that the items are then re-sent on to a correct email and properly received into a Receipt Bank account
14 votes -
Project visibility in Expense Reports
I'd like to be able to see the Project assigned to items within an Expense Report without having to drill down to each item individually within Receipt Bank
18 votes -
Transfer items between users & accounts
I would like to be able to move incorrectly uploaded items from one user to another within an account or within different ones. This is particularly key for my clients with multiple entities
63 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…
20 votes -
Highlight items causing errors in an Expense Report
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 -
Supplier rule for discounts
I have suppliers who give a discount off the total amount of invoices paid via direct debit. Can you setup for a supplier that each receipt scanned can be processed with a % discount
26 votes -
Customisable email invite
Could we please customise the invite message we send to our clients?
We want to make sure they have all the info they need prior to starting using the app, but at the moment the message they get is rather short and it requires further explanation
30 votesWe will explore how to make this better thanks for the feedback
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Publish bank statements directly to the accounting software
Being able to directly publish bank statements upon having them extracted.
50 votes
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