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Ask Double (Double AI Chat) (6)
Mobile app receipt submissions
Receipts coming from mobile app require a preview to be opened which opens right over the data entry portion of the screen. Can these be made PDFs instead with no preview required?
3
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Receipts
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complete
11
Rename files in Receipts
6
·
Receipts
·
complete
29
Allow clients to see receipts in portal
Allow clients to see and comment on receipts they have uploaded to Keeper.
9
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Receipts
·
complete
57
Make tabbing work better in Receipts
Allow users to easily tab from one field to the next for more efficient receipt processing
3
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Receipts
·
complete
15
Publish receipts as deposits and credit card credits
I would like to be able to upload deposited check images and publish them to QBO as deposits.
6
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Receipts
·
complete
48
Republish Receipts
If I make a mistake publishing a receipt through Keeper it would be handy to be able to republish the receipt directly from Keeper vs finding and fixing the transaction in QBO.
2
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Receipts
·
complete
16
Split a single receipt into multiple receipts
If a PDF contains multiple bills or expenses, allow users to break this PDF into multiple different items in Keeper Receipts so they can be posted as separate transactions.
6
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Receipts
·
complete
52
bulk delete receipt files
Allow users to bulk delete receipts uploaded in error.
2
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Receipts
·
complete
38
AI Receipts and Journal Entries: Post multiple Journals/Bills/Receipts/Invoices from a PDF
I would love to train my AI Prompts to review a full month PDF summary from the clients POS and have it post daily transactions based on the detail. This will help drastically with operational reporting as well Merchant and Cash Clearing.
1
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Receipts
·
complete
3
Rotate Receipt Image
Ability to rotate an image so that if it was uploaded sideways or upside down, it can be corrected and then saved right-side-up.
2
·
Receipts
·
complete
20
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