Auto-add client memos to the transaction in QBO
under review
B
Bevin Conrow
Yes please. Bulk adding the client responses to the memo fields is a routine part of my workflow. I try to do it every time, and when I forget this step I am frustrated. It would make so much sense , and save so much time, to have this automatically occur, or at least to be PROMPTED by Keeper to bulk add them or not. A prompt would keep it optional, and also decrease the frequency of overlooking this important CYA step.
Alexandra Kieser
Same!
E
Elaine Sims
Also need this added to the Uploads inbox, not just the transaction questions. When clients upload receipts with notes, we need to have the option to add those notes to the description field for the transactions
W
Wendi Folkersen
yes!!
K
Karen Burnside
Yes, this! Or a bulk add feature! When you have dozens of transactions and client responses to go through, adding the client's response to the memo field one transaction at a time is a little tedious and sometimes there's a transaction or two that I forget to add the client's response to the memo.
K
Kenny Song
Karen Burnside: Hi Karen! You can actually bulk add client responses to transactions today! Just check the transactions and go to the "Set Description" tab in the bulk actions modal!
C
Cortnie Grno Fetzer
Kenny Song If i had not come here I would have never saw this button lol. I think that this should be an auto on/off button in settings, and if not somewhere that we can see it. I have spend so much time individually clicking, glad i researched and saw this!
B
Ben Stein
under review
M
Megan Ward
Ben Stein: Is this still under review? Would love for this to be an option to turn on the auto add.
C
Cortnie Grno Fetzer
Megan Ward I agree this should automatically happen or have a button to shut it off. but we want that the client told us, less liability on us more on them!