Feature Requests

Please reinstate the feature that allowed us to copy the client's answer to a question over to the description of a transaction. This feature was removed with the last update.

I would like to be able to upload deposited check images and publish them to QBO as deposits.

When splitting a single receipt into multiple separate files, the new receipts currently share the same data as the original file. To save time, the new receipt information should automatically update to the new file's content.

If a PDF contains multiple bills or expenses, allow users to break this PDF into multiple different items in Keeper Receipts so they can be posted as separate transactions.

Allow clients to see and comment on receipts they have uploaded to Keeper.

Please add fields for classes and customers/projects

For quality control and audit purposes, it's imperative that Keeper Receipts keep record of everything the client sent in. The fact that the note is not saved is concerning - for many reasons. In the posted Keeper Receipt transactions, it is important to also see any notes that the client sent in with the original document. That way whoever wants to know where the information came from can see proof it came straight from the client. (Which hopefully the note would also be identity-stamped and time-stamped.)

It would be really helpful to be able to merge documents in the Upload Inbox and/or in Transaction Files. When multiple documents relate to the same transaction, this feature would be a timesaver.

It seems Keeper only has about a five day date range from the date of a transaction that it searches for a match. I would like to expand the date range or even make it custom. For example, Amazon has invoices the date of the order, but they don’t charge until they actually ship the order and sometimes that’s months.