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83 results found

  1. Transfer of data

    What I see I like but how do I transfer data from your APP to a spreadsheet or other program.

    5 votes
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    completed  ·  1 comment  ·  Admin →
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  2. Filter by tags

    Filter by tags

    11 votes
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    completed  ·  6 comments  ·  Admin →
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  3. 30 votes
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  4. Online Bank Acct import

    Might be nice to be able to download transactions from online banking. Especially for debit type or online transactions. :)

    48 votes
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  5. Bulk Upload Receipts or updates to receipts

    Use case: would like to bulk upload tag data and edits to my existing receipts.

    Use case 2: would like to bulk upload a list of receipt data via CSV.

    19 votes
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  6. Sync Account Information

    The app would not sync account information to your spendings which already used the old account information after you make changes to the account.

    It would be nice if that is synced everywhere.

    14 votes
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  7. Default the Account based on the merchant

    Currently, only category gets defaulted based on the merchant selected. On similar lines if we can have the option to default the account also on the basis of merchant it would come in handy. Thanks

    2 votes
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    completed  ·  1 comment  ·  Admin →
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  8. Import from a File

    It would be great if we could import existing data or reports, which I already have, from various file types such as Excel or PDF.

    22 votes
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    Hi Everyone,

    We recently added a function to allow you to upload bank or credit card transactions in csv file format to Foreceipt, then you can pick some of them to convert into Foreceipt expenses or incomes. Currently we can only support file in csv format.

    You may visit the following FAQ to find more about it:
    http://help.foreceipt.com/knowledgebase/articles/1914379-how-to-upload-a-bank-transaction-csv-file

    Thank you for your suggestion.

    Admin@foreceipt.com

  9. Custom categories

    I would like to be able to create my own receipt categories for those not listed in your pre defined options

    11 votes
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    completed  ·  2 comments  ·  Admin →
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  10. Automatic scan of images of receipt

    It would be great if the app automatically scans and enters the information from the image of the receipt similar to how other apps like Receiptpal does it. This way it saves time to individually manually enter a bunch of receipts. Also a way to download receipts of online purchases and the info would be automatically entered from the info on the receipt.

    38 votes
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    completed  ·  1 comment  ·  Admin →
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  11. downloading reports

    Choose how to sort a downloaded report, ie by category, by mechant, by account

    9 votes
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  12. Mileage

    It would be great to have an easy mileage tracker. Ideally you could put in the two addresses, or enter straight distance, adjust reimbursement rate, log tolls, and parking costs.

    29 votes
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    completed  ·  7 comments  ·  Admin →
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  13. Multiple Google accounts

    This way we can have personal and business database separated...

    10 votes
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  14. Split categories

    It would be helpful to be able to split receipts into multiple categories. I have Walmart receipts where I buy a gift, groceries, and clothing items on one receipt. Not sure which category to place it under.

    Thank you.

    9 votes
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  15. Reports

    I would like to see when exporting reports that you would be able to just export the fields that you want preferably into a PDF format not just a CSV.
    Would also be nice if they would have a total sum at the end of the report.

    11 votes
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    1 comment  ·  Admin →
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    We have implemented a powerful excel report function on the web version at https://www.foreceipt.com. The excel report includes pie chart summary, summary by category/subcategory/month, receipt list with URL to open the receipt image(s).

    Please check the below FAQ:
    https://foreceipt.uservoice.com/knowledgebase/articles/1846255-how-to-export-receipts-to-excel-file

    https://foreceipt.uservoice.com/knowledgebase/articles/1846264-how-to-create-a-custom-report-for-tax-reporting

  16. Pie charts or graphic representation of expenses

    I'd suggest making a graphic visual for different categories of expenses per day, week, month and year.

    6 votes
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    Hi Everyone,

    In both the app and web version, you can already see the pie chart category summary for each selected month or year.

    In our Excel report, you can also get pie chart category summary. Please check the below FAQ to find more details about the Excel report function:

    http://help.foreceipt.com/knowledgebase/articles/1846255-how-to-generate-well-formatted-excel-report-vide

    Thanks for your suggestion.

    Admin@foreceipt.com

  17. Have a income folder

    Have a budget or income option that doesn't have to stay the same each month

    14 votes
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  18. 15 votes
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  19. 3 votes
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  20. Taxes

    It would be great if there were fields where you could break out taxes and/or gratuity (when applicable) for each transaction.

    6 votes
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