Details of changes and improvements made to Receipt Bank throughout July can be found below:
Line items can now be manually extracted for the integration QuickBooks Online
Classes and Locations can now be assigned for items within Receipt Bank before they are published to QuickBooks Online
Image files are now carried across to Xero when publishing credit notes
For our Bill.com users, we now make available within Receipt Bank the categories, bank accounts and suppliers from the accountancy software (Xero or QBO) that they are integrated with.
The category selection dropdown in the line items pop up has been improved. It now acts as a search as well as a dropdown.
A counter has been added within the line item pop up that shows if the line items that have been split out add up to the overall gross or net total of the item. This is to help ensure accurate splitting.
The categorisation section of the receipt detail page now saves automatically; with the save button applying only to the setting of supplier rules for future or past items of that particular supplier.
Check back next month to see what will be new from August.