How can clients upload receipts?
Hey
Would it be only once they're in their client portal or would you prefer a specific email or phone number that they could send the receipt to?
Most of my clients like to snap pictures on their phone, so in those cases, I think it would be ideal to do it in the portal, but I’m guessing for bookkeepers who deal with professions that are more in office, probably email forwarding would be best.
From a client perspective, they need the option to snap photos on their phone and email. It really depends on how the receipt comes to them. Wondering if you’ll also be adding in a feature to identify missing receipts. I have several clients who want every receipt captured in QBO so I use another program each month to identify what transaction do not have a receipt attached. I send them the report and they either upload them all to QBO or attached it in that program. I would love to see this incorporated in to Digits so they don’t have to use another program just for that purpose.
Thanks
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