Feature Requests

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.

Allow users to bulk delete receipts uploaded in error.

Expense Reimbursements For Keeper Receipts

Clients tell me which customer to assign a transaction when they upload a receipt or bill. I now have to read the comment and enter each customer by hand. It would save me a ton of time if the rules could search for client comment. Right now they search for scanned text, scanned date, and other items, but not client comments. This seems like a simple addition that would reduce my workload significantly.

The ability to create a rule for a receipt based on which client portal contact uploaded the file. For example: Contact A Uploads -> Assign Class X Contact B Uploads -> Assign Class Y

I would like for the description field in Keeper Receipts to copy to the memo field in QBO, OR, please add a memo field in Keeper. Also, only a reference # field is provided in Keeper Receipts. This fills in the "check number" box in QBO. I also need a field in which to enter the Sales Receipt #.

I'd like for my client and myself to be able to pre-choose the bank account at the moment receipts are being uploaded to the portal. That way my client could bulk upload all the receipts for each account, and I wouldn't have to guess at how she paid for each receipt.. because not all receipts give a card number. Currently she sends the receipts to me in folders, divided based on which account she used. Then, I upload and process one folder at a time, so I don't get the bank accounts mixed up. It would be nice if my client could upload them herself and bulk choose the account in the process.

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.

Splitting a transaction through a preset Vendor Rule in Keeper would be amazing! For example - if Vendor = ATT, $10 goes to Internet and $50 (or remainder) goes to phone expense. The same would be true for splitting out projects, etc.

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.