Archives For merchant auto complete

You might have read recently that we added merchant auto completion to some parts of our product.

Merchant Auto completion

Merchant auto completion on the new expenses dialog

This “simple” addition required some thinking on how people are using our product and what would be the best experience for them.

Like every product change, it is crucial to define how important this feature is and how important the flow supported is. Editing the merchant name of an expense is part of the expense editing flow. While important, this is kind of a secondary flow for us. We are optimizing the usage of our SmartScan and bank import technologies to automate the process of creating expenses in an user account. By using these two technologies in conjunction with Expense Rules, Continue Reading…