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Offer template data dictionaries and tips for document types and tags. #1580
Coo-ops
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Hey folks, love the app.
Was wondering if there was a mechanism for offering the user template data or tooltips to help a new user populate the 'Document Type' and 'Tags' field.
I can't code - but if the mechanism was there I'd happily help write up some content.
A few suggestions I had were:
Tip: Automatch correspondent by matching the Tax ID of the company, instead of the company name.
Document type: Invoice, Reciept, Identity Document, Medical Records, Insurance Records.
Tag: Paid, Unpaid.
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