Feature Requests

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.

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 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.

If the user sends a text along with a receipt, include the text as a description

Our client has receipts that often need to be split out for different types of COGS. It would be cool if the Ai scan broke the receipt out by line item so I could just click the ones that apply to one COGS account and click the ones that apply to another COGS account and it automatically calculate the allocations.

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.

Since receipts feature scans the file, can you use that feature to also suggest what the file could be renamed as? Also, have that as a more easily accessible option when you are in files or in the uploads inbox.

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.

Add a column in the bank/credit card feeds to quickly be able to see if a receipt is attached.

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