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Ask Double (Double AI Chat) (2)
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
·
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
·
Receipts
·
complete
48
Rename files in Receipts
6
·
Receipts
·
complete
28
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
·
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
·
Receipts
·
complete
52
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
Ability to merge documents
It would be really helpful to be able to merge documents in the Upload Inbox and/or in Transaction Files. When multiple documents relate to the same transaction, this feature would be a timesaver.
3
·
Receipts
·
complete
10
Add Classes and Customer/Project fields for Receipts
Please add fields for classes and customers/projects
3
·
Receipts
·
complete
16
Receipts - Add customer/project to a bill or expense transaction
Being able to add the project or customer to vendor bills and expenses is critical for job costing clients.
4
·
Receipts
·
complete
21
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