Keep Record of Client Notes from Keeper Receipts after Posted
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Tiffany Bogle
For quality control and audit purposes, it's imperative that Keeper Receipts keep record of everything the client sent in. The fact that the note is not saved is concerning - for many reasons.
In the posted Keeper Receipt transactions, it is important to also see any notes that the client sent in with the original document. That way whoever wants to know where the information came from can see proof it came straight from the client. (Which hopefully the note would also be identity-stamped and time-stamped.)
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Jillian Plank
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Amy McLaughry
Jillian Plank Can we get a video on how this works and where to find this data? Need it for also training staff.
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Jillian Plank
Amy McLaughry: I just updated our Receipts help docs with a new article & video to show you where to access the posted transactions detail + client notes. Hope it helps! https://help.keeper.app/en/articles/8695192-keeper-receipts-beta#h_19b8a3867e
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Jeff Cecchini
Jillian Plankare I watched the video. Thank you. Are those notes attached to the transaction elsewhere in Keeper? Are they attached in QBO?
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Mary Stuessy
Jeff Cecchini I also would love to know this. I am looking at integrating Keeper for a non-profit group that does an annual audit. I would need this detail to be accessible/downloadable/shareable with the auditors when they do transaction testing.