Improvement

Regurarly we receive emails with multiple invoices as PDF. Once this email is send to Klippa inbox; Klippa does not show the invoices separately but only as 1 item but with extra pages. These extra pages you can see through a small icon/button but...

Sometimes there are multiple IBANs on an invoice, currently, only one is used for the accounting relation IBAN check. Ideally, if there are multiple IBANs on an invoice, all of them are cross checked with the IBAN on the relation.

Improve the automatic recognition of administrations and merchants to reduce manual corrections. Also, better align these with accounting relations and divisions that we synchronize from external accounting and ERP systems.

Preparing to book many credit card expenses and too time consuming now. When all categories have been assigned as to how to book them, the proces should be made much more easy. Now it is approving per line.

Now we support either no order (e.e. 1/2 approvals needed) or fixed order (first approver 1 then approver 2). With OR/AND rules we can combine these two, to support for example: 1. Finance team checks (1/3 approvers needed; A B or C) 2. And line m...

Card holders should get notifications if they have card transactions to submit

Bank card for incom and spending

We quite often receive an invoice with addition specification (for example hour sheets). Now Klippa is putting these in a random order. We would like to arrange the order of the documents, so always the invoice is shown when opening the invoice.

Hi Klippa team, We would like to have the comments field obligatory when an invoice is denied by approver. Thank you, Tamar

We would like to base the approval workflow on General Ledger account, Cost Center, or Vendor rather than on Category. I.E. If This approach prevents manual selection of the Category and more flexibility when one vendor delivers different services...