Feature Requests

When I sort the receipt list by vendor or by date etc I want to continue coding/publishing in that same order. I brought this up on at least two calls. It’s very important when you are dealing with a cleanup or a heavy receipt client.

It would be nice to see a delete button clearly marked and available for all receipts not just PDFs. Some times the are duplicate or not relevant I want a delete button and a download button without having to go back to the main list.

Have an option to modify the date range for matched receipts from the current + / - 15 days to a specific or shorter range

When matching an invoice/receipt to a transaction already in QBO it would be awesome to be able to not only edit the category that's in QBO but also to add an additional line so you can split the transaction between two categories.

Being able to add the project or customer to vendor bills and expenses is critical for job costing clients.

Ability to download all search receipts across a particular time period and/or particular dimension (ie: Project, Customer, Account Name, Amount, etc) is really important - especially for nonprofits and grant reporting. Then the ability to select all or select one/some and download into one pdf would be great!

IT would be great if you could add the customer to an expense transaction via receipts. I have a few clients that track profitability by customer and currently have to add a step by adding it in QBO.

If * ALL then: AUTOPUBLISH ie) if Scanned vendor CONTAINS BC Liquor Distribution Branch if scanned text CONTAINS Settlement Notification if scanned text CONTAINS Batch Date: if scanned text CONTAINS Notification No. if scanned text CONTAINS PAD Date see attach

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.

Would it be possible to automatically or have a button to select to copy the client note directly into the description or memo field of the actual QBO transaction? On top of that, it would be nice to have an option appended note "ie: - date, client note, initials of user appending the note" Potentially - provide the option to turn the feature on, enter the appended message exactly how you want it to appear (template) and after doing so you are still always able to edit in the actual transaction. It simply saves a ton of time when you're working with so many receipts.