Feature Requests

Why are we unable to see potential transaction matches in the bank feed before the transaction is coded? This would be an amazing upgrade so we would not need to flip between screens.

I would love to be able to download all receipts for each year. We could recommend this as best practice, that way even if a client disengages and doesn't have keeper anymore, they still have their receipts organized. We would recommend that they do that before disengaging. It covers us as bookkeepers to

I attempted to add a JE from a receipt today through Keeper and one thing I would love to see changed/improved is the Vendor Name field. In QBO in most transaction types, I can add Vendors, Customers, or Employees to the field, but through Keeper the list only includes Vendor names. Can Keeper expand that list?

There are sometimes receipts uploads in the transaction files that the team has questions about and I don't see the ability to chat with the team there. Can that be added?

for alot of construction clients, its a huge need to be able to code both by category but also by item sometimes. It would be amazing if you could add in this functionality.

Please do not extract "#" or the word number/ No in the invoice number field . . . please just extract the number!!

It would be great to be able to filter, sort, and download "receipt" (transaction documents) in bulk based on different criteria or Dimensions. For example, I'd like to download all receipts across all dates for Project X. Or I'd like to download all receipts across all dimensions for Feb 2024. Another component is the ability to download them all into one pdf or into separate files.

Often, I will ask a client for a receipt, and they will upload it to the portal sometime later. Sometimes they will make a note on the question if they see it (something like "uploaded"), or sometimes they upload it without knowing that I had requested it separately. When matching the upload to the transaction, there is no column to see the question associated with that transaction. So I have to jump out of the upload inbox to the questions tab, then find the transaction question to resolve or delete it. It would save a lot of clicks to have a column for questions in the match screen, so it can be resolved from there.

Currently only the client that uploaded the receipt can view it in their portal under Files --> My Receipts. It would be helpful if other client contacts could also view the receipts to ensure that they have been uploaded and avoid duplicates