Transaction Review task
planned
T
Team People First Finance
Hello, I'd like to be able to add a task under Transaction Review that's similar to Uncategorized Transactions in that I can add multiple accounts and add exclusions. For instance, I have a catering client who buys both Food COGS and Meal expenses. I'd like those to be reviewed in the same section so I can quickly select all and ask the client where each transaction belongs. Additionally, she has some vendors who are always Food COGS, so I'd like to be able to exclude those from the review so that I can more easily narrow down which transactions I do need to verify with the client. Thanks!
D
Dwight Dettloff
+1. Similar in that I have an IT cx that buys computer/server hardware. Most of it's COGS but sometimes it's internal. Current process is to send a spreadsheet to ops mgr and wait for response of marked up spreadsheet.
Just starting with Keeper but my current thought on workaround is to place a task and checklist under Transaction Review for all COGS and send all tx just to ops mgr and he can sign off using the bulk comment section but that seems a bit clunky.
It would be more elegant if Cx had something like a Review, Resolved, Approved, No Change/Action, type of button.
B
Ben Stein
planned