Add a "receipt requests" tab separate from transaction questions.
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Brittani Clark
Problem: Receipt request questions are clogging up the transaction question tab, and more important questions are getting lost/buried.
Solutions: Add a tab under "client communication" called "receipt requests". Add a button to the ask client pop-up next to "add to client portal" called "request receipt" (similar to the W9 request buttons) that automatically adds the question "Can you please upload a receipt for this transaction?", to the "receipt requests" tab.
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Megan Carter
Yes please! I just had a client answer all my transaction questions (category, etc). Then went to the answered questions section to also upload the requested receipt and it wiped out all the information she previously provided! Now I have to re-ask and she has to rework. Requesting receipts should be separate from general transaction questions. And you should be able to ask both an information question and ask for a receipt on the same transaction.