Feature Requests

I'd like the option to add a client contact so they can upload receipts and be permanently mapped to the client, but not receive the weekly reminders or see the rest of the portal. This would be great for situations where employees upload receipts, but only the owner/manager responds to portal questions.

It would be great if, in the Client Uploads section, we could bulk select the transaction files (receipts) and download them to save a back up copy to our choice designation (ie: Google Drive, Drop Box, etc). That way, after all the receipts are attached to transactions, we have an additional copy saved in a separate place. There doesn't appear to be an easy way to do this at this time. This would be especially helpful in clean ups/catch ups where clients are uploading hundreds of receipts and also for those very non tech savvy clients who have paper receipts that are fading.

This would allow me to upload a payroll report and just add the amount and it would match to the Journal entry. It would be a lot quicker than all the clicking I need to do to search each payroll journal entry and attach 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!

Allow clients to classify receipts in the client portal

Bulk select the transactions it should be added to and move that one doc to all of them.

Payment method is a required field, but is not an option when setting up Rules. Can it be added?

Allow users to bulk delete receipts uploaded in error.

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.

It's not always easy to find documents in the files when processed through Keeper Receipts. Could the vendor be read and the Transactions folder will create a folder by vendor?