Wrong client picked when switching between companies
Consultants with many client companies must re-pick the right client from a mixed list and sometimes open another client's receipts.
Tier II · Emerging Problems that are still building up.
7 public reports · first reported 3 July 2024 · last reported 2 September 2024
What's going wrong
Consultants and bookkeeping firms that look after several client companies say switching between clients in the receipt app is clumsy.
AI-assisted: written with the help of AI from the reports. The idea report has the full summary.
In the idea report
- The full summary.
- The products the 7 reports are about, and how many came each month.
- Related problems.
No business has been found with this problem yet, so the report has no contacts. All sales are final — no refunds. Pricing.