General Feedback & Ideas

AI-Powered CSV Import for Expense Tracker
We're exploring ways to make managing your project expenses even easier in FlipperForce. Currently, importing CSV files into the Expense Tracker can be cumbersome, requiring specific formatting and manual categorization. The Problem: Our current CSV import lacks support for key data points like Categories, Companies, Accounts, and Classes. Users often spend valuable time reformatting files to meet our strict column requirements. Post-import, manual categorization is required, which is time-consuming and prone to errors. The Solution: We're considering integrating AI to revolutionize the CSV import process. Imagine: Intelligent Data Mapping: The AI would analyze your CSV, automatically identifying and mapping columns to the correct fields in FlipperForce, even with varying column headers. Automatic Categorization: The AI would predict and assign Categories, Companies, Accounts, and Classes based on the expense data, minimizing manual input. Smart File Cleaning: The AI would automatically detect and correct formatting errors, eliminating the need for manual file preparation. #Benefits: Significant Time Savings: Reduce the time spent on data entry and formatting. Improved Accuracy: Minimize errors through automated data mapping and categorization. Increased Flexibility: Import CSV files from various sources without strict formatting requirements. This enhancement would streamline your workflow, allowing you to focus on what matters most: managing your real estate investments. We'd love to hear your thoughts! Please vote and comment on this idea to let us know if this is a feature you'd find valuable.
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Receipt Folder "Digital Shoebox"
Create a dedicated "Receipts" page to store your receipts – your digital "shoebox" for receipts. Easy Mobile Uploads: Quickly snap and upload receipts from your phone. Central "Shoebox": Use the "Receipts" folder as your digital shoebox, eliminating physical receipt piles. Clear Separation of Duties: Contractors/PMs can upload receipts and the bookkeepers can convert to transactions. "Linked" Status: See which receipts are "Linked" to expenses at a glance. Expense Tracker Integration: Easily link receipts to expenses. Granular Permissions: Give upload to project managers or contractors without access to other budget/expense features. Benefits: Simplified Receipt Management: Turn your phone into a receipt scanner and ditch the shoebox. Team Collaboration: Streamline receipt handoff between field and office. Team members in the field can snap a pic of the receipt, and then the bookkeeper can convert it to a transaction. Accurate Expense Tracking: Ensure receipts are linked to the correct transactions. Future Benefits (AI Integration): Automatic Transaction Creation: Imagine simply uploading a receipt and hitting "Convert to Transaction." Our AI receipt scanner will automatically extract the date, account, vendor & itemized amounts. A manual data entry process that would typically take 5 minutes, would now take seconds. Bulk Conversion: Select multiple receipts and automatically convert them to transactions in seconds. Imagine bulk converting 10 receipts in the matter of seconds, saving you an hour of data entry, per project per week. Reduced Errors: AI-powered extraction minimizes manual data entry errors, ensuring accurate expense tracking.
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