Feature Requests

Some bank allow them to import into QBO. I'd like to have them in Keeper

While categorizing trxns I want to notate some invoice numbers in the trxn memo. I am unable to make notes on the trxn in bank feeds and certainly would like to

The ability to create a template of rules that you can apply to multiple clients.

Just like the QBO bank feed, please add the feature to allow "Add attachment" in the bank feeds window.

I have asked a few clients to connect their bank accounts, but since I can't customize the email, it's hard for me to explain why i'm having them do this. I'd love to explain what they are connecting to since many have already said "I already connected this in QBO

In Bank Feeds, give the option to view all pending transactions in one list by date (like in QBO) instead of split into a bunch of categories: Matches, Rules, Auto-classifications (high confidence), etc.

It would be great if we could see both the bank and the QBO balance in the bank feeds like you can in QBO.

Sometimes we want all checks to go to a certain category except for 2-3 specific amounts. This would help make the rule more robust. Also, please bring in check images. Keeper bank feeds severely lags in competition behind QBO for any company that utilizes monthly hand written checks

It would be great if the sections in the bank feed were color coded. Example; matches section, high confidence section green like "go". Rules, medium confidence - yellow. Needs review and new vendors - red. Or something of that variation. The ability to change the color scheme for ourselves in general would be very helpful. TIA!