Settings and activity
17 results found
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9 votes
Paul Burns
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332 votes
We are exploring the best way to handle more advanced user restrictions
Paul Burns
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110 votesPaul Burns
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An error occurred while saving the comment -
142 votes
We are looking to make this possible, thanks for the suggestion
Paul Burns
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46 votesPaul Burns
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30 votesPaul Burns
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75 votesPaul Burns
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13 votesPaul Burns
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13 votes
An error occurred while saving the comment Paul Burns
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Personalized email is the multiple email address, about half way down on this link: https://help.receipt-bank.com/hc/en-us/articles/203138481-How-to-Submit-Items-by-Email
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25 votesPaul Burns
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179 votes
Hi there,
The ability to include source document images within the Expense Report PDF export is now live. Select 'Report with receipts' on the detail level in the PDF export screen. See screenshot attached.
Including images in your accounting software with the published expense report has not yet been worked on, but we are aware of it.
Hope this helps!
Paul Burns
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An error occurred while saving the comment Paul Burns
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Yes, please push the items to QBO with the expense claim report. API allows this - others do it. Makes it so much easier with the auditors if its all on QBO. (Xero too maybe?)
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13 votesPaul Burns
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19 votesPaul Burns
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8 votes
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17 votes
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203 votes
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17 votes
Hi,
We have added the ability to pick and choose which columns you would like to see on the expense reports page.
Once you are in an expense report, select the cog above the transactions and you will be able to select tracking or project categories.
We are also looking at implementing this for downloadable reports soon, and will add the 'Customer' field soon as well.
Feel free to reply with any further feedback while we are adding the remaining refinements
Class for sure! So easy and would save a bunch of issues. In seetings: " Is class mandatory Y/N " When publishing, have a line of code: IF class is NULL and ClassRqd = Yes then error, else publish.