New user, so chance I’m missing something. But fresh eyes can be useful, so here’s my take.
Context: sole trader, used Google Sheets for the last 10 years, MTD forcing use of something more … complex. Single client at the mo (1 invoice / mo), transactions are mostly purchases (a dozen a month).
The good:
- Dropbox integration, and being able to hoof all my receipts into a folder and have QF import them for processing, is wonderful
- The receipt tagging/processing approach in general is ace; it’s nice to be able to step through, process the simple stuff there and then, but skip the receipts that need more research (eg invoiced in $, but I need to check bank statement to see what I paid in £)
The bad:
- Keyboard integration is poor. This is almost pure data entry, so almost everything ought to be doable with keyboard alone. Every time we have to take our hand off the keyboard to mouse-click on something triples the time this task takes
- When you start tagging a receipt, there’s one single field on the right to fill in: so it ought to already have the keyboard focus, rather than forcing us to mouse to it and click first. (You already know how to do this - when a user goes to log in to QF, you put the cursor in the username field automatically on page load. Please do it on the Receipt tagging page too, and everywhere else it makes sense)
- Of all the fields to ask us to enter first, the Receipt Total is the worst choice, surely — it’s almost always one of the last things visible on a receipt, so the first thing we have to do, every single time, is mouse over and scroll the receipt down, then scroll back up again. Date, or supplier name, would be better
- It’s mentioned elsewhere on this forum, but: the relatively small size of the receipt viewer (esp for those of us rocking a big monitor) forces us to mouse over and scroll up and down to find the data we need to enter. A zoom control, and then having the receipt/invoice scale to fit the whole thing in the viewer first would be great
Anything you can do to reduce friction on these screens saves us a ton of time, because we’re going to be doing this a lot. And the time really adds up.
Anyways: if you have been, thanks for listening