Feedback

These are two things that make ReCats almost unusable to me right now. Many of my clients require that invoices are posted using products/services instead of categories (integrations with their construction management systems). Right now, I either have to post them to categories and then go into QBO and make the changes (really tough to track and time consuming). We need the ability to post transactions to EITHER categories OR P/S. The second issue is when there is a transaction that is either a bill payment, deposit receipt, invoice payment, etc. (anything other than just a simple expense). For example, if a client says "this is payment for invoices # ___ and ___", there's no way for me to post that to AR under the customer's name (even if I would have to match the invoices afterwards, I am willing to do that), because AR can't receive transactions with tax tracking. SO I have to delete all of these, lose the info that the client wrote in the description, and post them in QBO. We need the ability to use transaction types like transfer, deposit, etc. which would bypass the need for a tax code.

To be able to hit more than one account on the ReCats - my clients have many transactions that are split between different accounts. It would be nice to have the option to do that.

When a client puts a description of the uncategorized transaction and it's for a vendor that doesn't exist in QBO, you have to go create it in QBO before you can select it in the recats screen. I'd like to be able to create a new vendor and push that to QBO from the recats screen.

Using recats is so clicky. When I mark transactions as uncategorized in QBO, it pulls them to Recats (good so far). When I mark these as uncategorized I rarely know the tax code (I'm in Canada, so proper tax coding is essential) or the vendor. Once the client has added a note or receipt, I have to click "class, billable, and more" for every single individual item so that I can choose the correct vendor and tax code (and also if I need class or billable). I find this much more time consuming than just leaving them unposted in QBO and sending a list to the client. I think part of the problem with recats is that it's a little too focused on being pretty which is having a negative effect on the functionality. My clients probably appreciate their side being bubbly and clear and spacious but on my side I want it to be more like an excel spreadsheet. I don't need lots of pretty bubbles and space in between everything - I need better functionality.

Integrate recats and invoicing with Digits

It would be great to be able to send notifications to different client contacts, regarding different transactions, instead of an all/none approach. Example... So maybe Sally is notified for 4 specific/targeted transactions, but then Tom is notified for the other 7.

Add a column on the ReCats UI to state when a reminder was last sent for a transaction, and when the client was first notified of the transaction for logging purposes.

From the Client's view in Recat, add a field so the Client enter the class or location associated with the transaction. This is a dependency for running Financial Statements by location or class in QBO. It should be a quick and easy/win. Mark

A connection with waves accounting would be extremely helpful or an option to integrate with outside apps other than QB.

In ReCats it would be great to show the current category in the Transactions dashboard. For example show Uncategorized Income vs Uncategorized Expense... especially since you can add other categories to pull from.