Feature Requests

Include strong verbiage when sharing a template to the community that copyrighted materials should not be published and that it is a violation of both federal law and Keeper terms of service to do so. It is also the responsibility of the user posting it to confirm that the materials do not belong to anyone else prior to publishing them in a public domain. Currently there is not any verbiage discouraging users from sharing information that they have purchased for personal use to be shared within the template community.

Download CSV of client list

Add support for Zapier.

Would love to be able to edit line items during the receipt match process, so that we don't have to go back and find/make changes later. Thanks!

I would LOVE if the different statuses could have different colors on the dashboard.

Can you add 1099-INT, 1099-DIV, 1099-R, and other less common types or even an Other type so that it is flagged.

We need to be able to mark expenses as billable, We can select the customer/project but not mark it billable which is pretty important

A place for clients to upload receipts and bills / forward them to an email address.

Current process: Add a new column with an updated name and delete the old column. This deletes the data related to that line for all clients. To preserve client data, add the ability to edit existing column titles.

I have clients in Xero and would love to be able to add them here with API sync etc!