New user perspective: an hour in the Receipt hub, friction burns

[QFMathew]

Hi @howie_m

Firstly - thank you for your feedback! Many of our features or changes are as a result of user feedback shared on our community forum, so it’s certainly in the right place.

I’d like to address your “the bad” points if I can and try and help.

@howie_m

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

We do offer keyboard shortcuts which is available to users with either a Power User Subscription or using Affinity. This list has also grown since it was first introduced, due to feedback from our users.

@howie_m

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.

I agree we could improve this, and I’ll make a recommendation to our development team.

@howie_m

Of all the fields to ask us to enter first, the Receipt Total is the worst choice, surely

Not necessarily. If you enter the value, the first thing we’ll do is search for an existing invoice with this amount.

If you have already created the purchase but haven’t yet uploaded the invoice or document to go with it, entering the value would help match it up.

@howie_m

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

We don’t have a huge amount of control here, a lot of it comes down to your browser.

The width was adjusted last year following user feedback (Receipt Hub UX/Layout), so it does now show more. Things such as zoom and scroll etc., is the part that’s controlled by your browser.

I use Chrome on Windows which automatically shows zoom and scroll on PDFs and images. But I’m aware that for some users this doesn’t appear.

Hope this helps!