File transactions by vendor | Feature Requests

File transactions by vendor

Dana Daul

It's not always easy to find documents in the files when processed through Keeper Receipts. Could the vendor be read and the Transactions folder will create a folder by vendor?

February 25, 2025

Jean Zick

This would be very helpful when pulling document for client audit support. It's tedious to have to download documents individually from QBO

Matthew Zaroff

This would be really nice and align with how other tools store documents, such as Hubdoc and Dext.