1536 results found
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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.
13 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 -
Add "Date" to merging logic for items with type "Invoice"
Can you please add Date as a merging criteria to the invoices? Some Australian invoices have the same Invoice number and same amount (mobile operator for example) but different date and they are merged incorrectly
15 votes -
Email-in address to accept multiple pages
I've noticed a number of cases where a client's supplier sends directly their invoices to RB in an incorrect manner. E.g. 2 (or more) separate unrelated invoices in 1 multi-page PDF.
It would be easier if the service could split these invoices or if there's a personalised email-in address not only for the single-page submissions, but for the multi-page PDFs, as well.
13 votes -
Account timezone setting
My timezone isn't UTC however all the timestamps in my account are in UTC which is useless to me
15 votes -
Facebook Marketplace - integration between Facebook Marketplace and Dext Commerce
Connect and sync sales/expense/payment transactions and sales/expense/payment-related fees from your Facebook Marketplace account to Dext Commerce.
1 vote -
Default # of transactions on Bulk Export page
Change the default # of transactions on Bulk Export page from 5.
3 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 -
Lazada - integration between Lazada and Dext Commerce
Connect and sync sales transactions and sales related fees from your Lazada account to Dext Commerce.
3 votes -
Shopee - integration between Shopee and Dext Commerce
Connect and sync sales transactions and sales related fees from your Shopee account to Dext Commerce.
3 votes -
EventBrite - integration between EventBrite and Dext Commerce
Connect and sync sales transactions and sales related fees from your EventBrite account to Dext Commerce.
3 votes -
Payoneer - integration between Payoneer and Dext Commerce
Connect and sync sales transactions and sales related fees from your Payoneer account to Dext Commerce.
3 votes -
Amazon Seller Japan - integration between Amazon Seller and Dext Commerce
Connect and sync sales transactions and sales related fees from your Amazon Seller Japan account to Dext Commerce.
1 vote -
Walmart Seller Canada - integration between Walmart and Dext Commerce
Connect and sync sales transactions and sales related fees from your Walmart Seller Canada account to Dext Commerce.
3 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 -
Inventory Stock
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 -
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 -
Booking.com - integration between Booking.com and Dext Commerce
Connect and sync sales/expense/payment transactions and sales/expense/payment-related fees from your Booking.com account to Dext Commerce.
2 votes -
Competitive high-volume pricing structure
Consider competitive pricing model
2 votes -
Ability to sync all accounts from home page.
Would like to see the ability to sync all connected accounts from home page.
At present, the requirement is to open each integration and sync on an ad hoc basis if the 24 hour sync cycle is not sufficient.
2 votes
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