Allow clients to see receipts in portal
complete
J
Jillian Plank
complete
T
Tiffany Bogle
Jillian Plank where is this functionality? I've shared the files view with the client but it doesn't show the receipts they've uploaded through Keeper Receipts?
R
Rochelle Bergen
Jillian Plank, I would like to get more clarity on this. Like Tiffany, I do not see where this functionality is. My clients need to see a running list of all uploaded receipts (posted or not) to confirm what they have already uploaded. Can you explain how they can now see and comment on receipts? Is this only on receipts that have not been posted yet?
J
Jillian Plank
planned
J
Jillian Plank
under review
V
Valerie Deinum
This would be such a helpful feature! Please consider!
B
Brandi Jo Delony
I've had this request from the client I'm "testing" Receipts out with before rolling out to the rest of my clients.
Most receipts are being sent in by her employees. The owner would like the ability to see those receipts in the portal and maybe even mark them as "approved" or "reviewed" to verify the validity of the receipt, GL code noted by the employee, etc....
T
Tiffany Bogle
I've just had this same issue. A client stopped uploading receipts because they didn't want to duplicate what they'd uploaded, they forgot where they left off, and they're unable to see what they have or haven't already uploaded.
J
Jill Rheaume
Yes! I'm worried about how they'll know what they've already uploaded and what they haven't.