Feature Requests

To avoid sorting submissions from the global staging area, I'd like to have a client-specific phone number (similar to the client forwarding email) so I can have outside numbers send submissions to the correct client. My clients have more than one number that they are texting receipts from.

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

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.

I would like to send over checks marked as set to print as it goes over to QBO. So that when my client asks me to set up a check to print I can enter the bill as a check and set it to print from keeper. They are cash basis so I don't need it to be entered as a bill and I would like to avoid that step.

It would be nice if the class tracking for sales receipts would auto populate the way it does in QBO, based on the product/services settings.

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.

I would really like one area where I can go and enter approve receipts that have been submitted for multiple clients rather than having to go into each file to process the receipts.

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.

I have several management companies i do the books for. They might have 6 or 7 hotels they operate, and we do the books for all the hotels, and the management company. Sometimes a vendor might send a bill to the management company and it ends up in the management company's portal. I would love to be able to move these bills to the correct client, and into that receipt workflow. All of these clients are already associated in keeper as they have similar people as users in the client portal, and they have intercompany accounts. Yes i know i could just have the management company pay it and then get an intercompany reimbursement, but the management company doesn't want to front the cash for everything. Please please please!