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After using for several weeks, a few suggestions

  •  07-14-2008, 1:28 PM

    After using for several weeks, a few suggestions

    1.  Allow the scan receipt function to be able to figure out a refund receipt, especially if I scan it as a second page along with the original receipt.  I want it to track my final "paid" sales tax, not the tax from one receipt or the other.

    2.  Allow complex "smart" searches.  Ex.- I want to search receipts from Home Depot and Lowe's in 2008 and gather them in a smart collection.  So far I've had very poor luck with this type of search other than using categories, but what if I want to search two categories together?

    2b.  Allow smart collection criteria to be updated, instead of having to make another collection. 

    3. Allow Itemizing on categories within one receipt, similar to Quicken.

    4.  Show your user what exactly smart collections are useful for.  The video tutorial quickly breezes over them but I want to see all the ways the developer intended this feature to be used by his/her end-user. Give someone less familiar with it a better understanding of how it makes their life easier.  (I'm thinking of my mother for this one... She will be lost with this feature.)

    5.  Provide tips to your user on faster scanning, optimizing their system to take on the bazillion scans they are going to try to cram in there at once.  Design your tutorials for that worst-case scenario user that has 3 boxes of receipts to get through.  Assume that those receipts are old, crinkled up, and faded.  Provide tips from that beginning position.  

    6.  Provide a way for the receipts function to recognize deposit receipts from banks, pay stubs from employers, etc.

    7.  Make the program more stable when I am scanning 10 receipts at a time.  It starts the crashing thing on me by my 6th receipt thats processing at one time.

    Thats all for now.  Thanks for making this product.  Now can you come help me sit here for hours and scan these hundreds of receipts? That would be Great!

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