Statement Requests | Feature Requests

Statement Requests

discussing with author

Jess McCormick

I'd love to have an email template that I could send each month for statement requests and allow the client to upload their documents via the portal

March 14, 2022

Conner Schryver

It could be nice to be able to generate "non-transaction questions" for statement requests directly from the reconciliation section. Similar to requesting a W-9 directly from the new vendors or 1099 tabs . . .

Shana Murraywolf

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discussing with author

abby@terrainbookkeeping.com

Do you mean a recurring email that goes out monthly? If so, I agree (unless this exists already and I don't know about it)

Shana Murraywolf

Jess McCormick Thanks for this request! You are able to create your own email templates in Keeper (more on that here: https://docs.keeper.app/email-templates) - so you could create a Document Request template. However, are you looking to separate out emails/reminders about Questions on transactions vs notifications about document requests?