Feature Requests

Add Match and Next after matching receipts, like we can with Post and Next.

Just as we have this option with client answers to questions, it would be great to incorporate this into the receipts as well. When a client uploads a receipt and adds a note we could add that note as a comment in the transaction description.

Similar to adding vendors in the receipt dropdown, there should be a button that says + Customer

There are some unique cases (ex. QBDT clients) where users cannot connect the account, but still wish for a central space to collect receipts. Opening the Keeper Receipts feature to unconnected clients would be beneficial, especially for those clients who have multiple employees sending receipts, but don't want them listed as Client Portal contacts. Receipts wouldn't get posted to a ledger, but could be filed in custom folders.

Once the receipt feature is live, the ability to link a Google Drive folder to a particular client's receipts would be amazing. Basically Keeper would "watch" the folder for new additions and then bring those newly added files into Keeper.

We're only able to do this one by one

We use the Item Number "Debit" to identify debit card transactions for 1099 prep. To support this, we would like to have the ability to set the Item Number to "Debit" in the Vendor Rules for vendors who are always paid by debit card.

I would love to be able to add contacts with access to ONLY upload or email receipts. I would prefer that these contacts do not have access to the portal other than the ability to upload receipts.

I'd like the option to add a client contact so they can upload receipts and be permanently mapped to the client, but not receive the weekly reminders or see the rest of the portal. This would be great for situations where employees upload receipts, but only the owner/manager responds to portal questions.

Oftentimes we need to zoom into a receipt and add those details on the right side of the receipt editor. Right now we have to zoom in, then click out of the preview to type, and then click back in to the preview and zoom again. We need a way to zoom on the left and type details on the right simultaneously.