Hello!
We process 1000s of transactions year (as I’m sure many of you do). I’m wondering if anyone has figured out a way to upload multiple purchase receipts from a spreadsheet instead of entering manually. Have you created an API workflow or hired someone to make one? Do you use AI to scrape invoices to make processing easier? Would really love anyone’s ideas and help! Feel free to reach out in messages. Thank you in advance!
Also… if you have time, please consider voting on the following related ideas/suggestions.
WAP-I-5050 clone purchase receipt
WAP-I-2285 copy purchase receipt
WAP-I-7094 bulk delete lines from opp
WAP-I-7499 keyboard only data entry on purchase receipt
WAP-I-2792 display live sales tax on estimates rather than waiting until the estimate is complete
FB-I-264 credit card purchases
WAP-I-4938 credit card purchases
WAP-I-4767
WAP-I-3789
