Allow client to pick from lists and classify transactions in Transaction Questions. (add dropdowns)
planned
M
Matney Smith
Just read through everything on this thread and want to summarize what some people are saying as well as add a couple thoughts:
It would be great if the transaction questions process had the following abilities/features:
- Ability for the client to choose responses from pre-set dropdowns for requested info instead of having them type out a response for the missing data
- Ability for those drop-downs to be set up/customized by us on the back-end so the options are limited and use specific terminology of our choosing instead of just loading the entire account/class/job list from QBO (similar to how some expense management tools like Ramp and Divvy do it)
- Ability for the client to sort and bulk update missing fields on their end so they don't have to answer each one by one
- When a transaction question is answered by the client, the system kicks it back to us for review/approval before posting/updating the transaction in QBO
Some additional thoughts:
-To echo and expand on a couple of the points above, it would be cool if the transaction questions module acted more like a spreadsheet with data/dropdown fields instead of asking multiple separate questions for the same transaction (I imagine this only makes the client more overwhelmed because it feels like a larger volume of questions). For instance, if a transaction is missing the category AND the class AND the job/customer, instead of asking three different questions, the client can view the transaction on one line and easily see what data is missing and being requested (see attached screenshot of a spreadsheet I currently use with one of my clients)
EXTRA POINTS FOR THE FOLLOWING POTENTIAL FEATURES:
-Missing fields are highlighted for easy viewing
-System prevents the client from submitting their answer to us if there is still any missing data within the line/transaction so it can't be skipped
-When requested by us, client can see/edit a memo/description field on the transaction to provide additional notes for recording in the system (e.g., if the transaction is for a dinner expense at a restaurant, the client can add a note to the description field that explains the business purpose of the meal and clients/colleagues in attendance)
-Each transaction line can have a notes/comment thread for back and forth between us and the client (separate from the memo/description field) that allows us to talk about the transaction in case further clarification is needed
M
Matney Smith
Would also love an overall update on this particular feature request Ben Stein :)
J
Jillian Plank
Merged in a post:
Make Chart of Accounts available in Client Portal
E
Emily Schurr
for transaction questions in the client portal, it would be great if the client could select the expense account from a drop down, just as we are able to in any of the transaction reports. 9 times out of 10, that's what I'm clarifying with a client, and they often respond with the rough name of the account rather than hunting it down in QBO.
J
John Jones
This would be sweet
L
Linda Porreca
Similar request-We have a client that is building multiple homes and we have hundreds of transactions per month that we need the client to classify into class/Job. We tried sending them in Keeper and the client tried for two months and finally asked that we go back to excel. The process is taking her too long to do each transaction one at a time. We need a bulk editing option, something that looks like excel or at least allow us to export to excel or csv and import the responses into Keeper.
B
Bevin Conrow
Please give them a dropdown to select Customer/Project!
B
Bevin Conrow
I don't want them to have access to the full COA. They don't understand it - it's overwhelming. A curated list that I create would be fantastic.
C
Chad Folse
This would be helpful
C
Cortnie Grno Fetzer
Class choices would help me I like them just typing a description. I don’t prefer they choose from a list unless I create it.
T
Tiffany Bogle
Maybe Keeper can give us the option of what the dropdown includes? Full CoA, just PL accounts for others, then other the options to select only particular CoA accounts to select from. But then it would be nice if others could enter specific non CoA options. IE: instead of seeing CoA accounts which aren't always named what I want the client to worry about, to instead just say "Meal with Team" or "Meal with Vendor" etc. And then to have the option to click a button to add that selection to the memo/description of the QBO transaction for future reference of what the client chose.
J
Janelle Hanson
I would this feature!!
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