Changelog
Follow up on the latest improvements and updates.
RSS
new
improved
fixed
Client Portal
Workflow / Task Management
Receipts
December 19, 2024
Tax workflow suite
Our tax workflow suite is live! The tax suite is designed to be familiar and intuitive, while providing your team with tax-specific functionality - like integrated Trial Balances and client organizers - to make tax season smoother and more efficient.
The tax suite is included in your subscription if you have a minimum of 20 connected clients. To enable it for your practice, contact your Customer Success Manager or sales@keeper.app.
Other Improvements
- Users can now rename Client Properties after they have been created.
- Moving a file to a vendor now auto-publishes the file to QBO.
- Simplified the flow for resetting the client portal password.
- Added the year to timestamps in client questions and responses.
- We now auto-select the next question in the list after marking a question as resolved.
- We now prevent the support button from overlapping with the post transaction button.
- We added colors to non-transaction question tags in the upgraded portal.
- We made the text box in client question responses dynamically expand vertically so it's easier to read and feels more natural while typing.
- We continued to upgrade our text editor across the app.
Bug Fixes
- Fixed a bug where users were not receiving notifications for vendor uploads.
- Fixed a bug where the portal button on the tax return page was not clickable for unconnected clients.
- Fixed a bug in Canada where receipt dates were defaulting from MM/DD to DD/MM format.
- Fixed a bug where the font size was inconsistent for specific columns in the Transaction Files table.
- Fixed a bug where not all pages of P&L detail were included in the portal PDF.
- Fixed a bug where the close page picker did not reload properly after use.
- Fixed a bug where bulk updating the split after bulk updating the description caused a rendering error in the description column.
- Fixed a bug causing “Reconnect QuickBooks” messages on all files, leading to saving issues.
- Fixed a bug where issues occurred when updating vendors in the File Review reports.
- Fixed a bug where links were broken in client details.
- Fixed a bug where only one file downloaded when attempting to bulk download multiple files.
- Fixed a bug where hidden non-closing task sections did not remain hidden.
improved
fixed
Client Portal
File Reviews
Workflow / Task Management
Management Reporting
Time Tracking
Collaboration / Commenting
December 12, 2024
Bug Fixes & Performance Improvements
This week, we continued to focus on adding polish, improving usability, and fixing bugs.
Other Improvements
- Enhanced the text editing capabilities in Client Info on the close page and in the Chrome Extension.
- Tightened up formatting in the Capacity Planning reports for easier scanning and greater readability.
- Added the ability to search filters on clients, users, and properties in the All Timers report.
- Added the ability to sort ascending/descending on any columns on the All timers report.
- Added the ability to filter clients and properties on the client reporting page in Time Tracking.
- Added the ability to filter employees and properties on the employee reporting page in Time Tracking.
- Added the ability to add timers from the timers drilldown in the "Your timers" table.
- Added the ability notify your client directly when responding to a non-transaction question in the upgraded portal.
- Users can now cmd + click to open workflow links in a new tab from the close page.
Bug Fixes
- Fixed a bug where contacts were not auto-populating when emailing clients.
- Fixed a bug causing issues when pasting images into emails.
- Fixed a bug where contacts encountered a “Something went wrong” error when logging into the portal.
- Fixed a bug where sent emails did not appear in email history.
- Fixed a bug where the selected email template did not load in the email draft until closing and trying again.
- Fixed a bug causing an error when adding an email address to a vendor: “There was an error while saving the vendor.”
- Fixed a bug where January 2025 tasks were incorrectly showing as overdue on the Client List.
- Fixed a bug where users were unable to edit email templates.
- Fixed a bug where NEC vendors were downloading into the MISC template for Track 1099.
- Fixed a bug where tasks incorrectly displayed as overdue when they were not.
- Fixed a bug where comments were not working on posted transactions.
- Fixed a bug where the “Download CSV” option for the default view did not appear.
- Fixed a bug where adding two new tasks in the Client List caused the second one to lack a default status.
- Fixed a bug where the YTD P&L did not match Xero’s YTD P&L or Keeper’s Balance Sheet.
- Fixed a bug causing an error when accessing close from the task list and selecting “Message Client.”
- Fixed a bug where saved P&L settings kept reverting.
- Fixed a bug where P&L by class metrics did not match the P&L close report.
- Fixed a bug where questions were occasionally not saving when added.
- Fixed a bug preventing the re-addition of sections with the same name (Firm Task and Closing Task).
- Fixed a bug where “Add to Memo” allowed the same memo to be added multiple times because the button was not disabled in the popover.
- Fixed a bug where images within client notes disappeared.
- Fixed a bug where users were unable to connect clients to QBO.
- Fixed a bug causing a Meg Ryan error when clicking into an account reconciliation task, crashing the account load.
- Fixed a bug where a client’s question was removed when marking the question from “Resolved” to “Waiting on You.”
- Fixed a bug where the embedded link text box did not populate outside of client notes.
- Fixed a bug causing an error when trying to duplicate a default task template.
- Fixed a bug where the Country Code was blank for some QBO clients.
- Fixed a bug where the portal did not display the practice name when a user did not upload a logo.
- Fixed a bug where the client name did not appear on timers for new clients.
improved
fixed
Client Portal
Management Reporting
December 5, 2024
Bug Fixes & Performance Improvements
This week, we focused on fixing bugs in Keeper and making features more accessible and easier to use.
Other Improvements
- Users can now cmd + click on a client’s name in the client list to navigate directly to their close page.
- Reordered non-transaction questions so newest questions are automatically at the top of the list.
Bug Fixes
- Fixed a bug where the second portal reminder kept disappearing.
- Fixed a bug where Employee Cost/Mo was not calculating as expected.
- Fixed a bug where vendors were not populating in the custom 1099 report.
- Fixed a bug where the template preview when adding a client was not working.
- Fixed a bug where formatting on Xero P&Ls in management reports appeared incorrectly.
- Fixed a bug where Canadian files could not add a tax code in Receipt Transaction File review.
- Fixed a bug where scheduled recurring questions did not go out on 11/14.
- Fixed a bug causing an “Error getting practice task templates” message when selecting task templates.
Link to QBO source transaction without having to switch clients
Clicking the date on a transaction in Keeper will now take you directly to the source transaction in Quickbooks Online, automatically switching to the correct client if needed.
Other Improvements
- The text editor for Notes in Client Info got an upgrade, giving you more options for formatting and a more modern feel.
- You can now view 50 client questions by default in the client portal, making it easier to scan and reorder questions by priority.
Bug Fixes
- Fixed a bug where email blasts could not send templates with images.
- Fixed a bug where email history showed emails sent to other clients.
- Fixed a bug causing a 500 error when trying to delete a contact.
- Fixed a bug where emails to all clients appeared in every client’s email history.
- Fixed a bug where users were unable to email a client contact.
- Fixed a bug where duplicate line spacing occurred when sending email blasts.
- Fixed a bug where the Prepare 1099s report did not load for specific clients.
- Fixed a bug where the Vendor Request quick view on the Client List did not allow copying vendor files.
- Fixed a bug where toggling between Time Tracking settings and Reporting caused crashing.
- Fixed a bug where reactivated clients displayed a “You cannot send emails to archived clients” message, greying out the Send button.
- Fixed a bug where selected accounts disappeared after choosing them from the dropdown in Custom 1099.
- Fixed a bug where Export to Tax1099 generated a blank report.
- Fixed a bug causing a 500 error when selecting a user from the picker for client properties.
- Fixed a bug where the Uploaded Files count was incorrect on the Client List.
- Fixed a bug where the date range did not save in P&L by class.
- Fixed a bug where the “% of revenue” values were incorrect for custom P&L groups in Xero.
- Fixed a bug where $0 balance values displayed incorrectly on custom P&Ls in Xero.
- Fixed a bug where duplicate transaction questions appeared in Client Communication.
- Fixed a bug causing an “This journal entry is unbalanced” error message.
- Fixed a bug where users could not enter a date for Bill Payment receipts via keyboard.
- Fixed a bug where users were unable to connect Xero files.
- Fixed a bug where client information sometimes showed up blank.
- Fixed a bug where an error occurred when trying to update a vendor in the Duplicate Vendors report.
- Fixed a bug where deleted contacts appeared on the To line of email drafts.
- Fixed a bug where users were unable to create a draft email from the email templates page.
- Fixed a bug where the email blast preview did not update properly.
- Fixed a bug where the Preparer, Reviewer, and Manager dropdowns were not displaying at the proper width.
Bug Fixes & Performance Improvements
This week, we focused on fixing bugs in Keeper and making features more accessible and easier to use.
Other Improvements
- Standard users can now view properties in the all timers table.
- Updated logout button style in the client portal to avoid accidental logouts.
- Refreshed button style for reset password/log out buttons in user settings.
Bug Fixes
- Fixed a bug where a “you cannot send emails to archived clients” error appeared for active clients.
- Fixed a bug where an error message displayed “There was an error when saving the vendor” in prepare 1099s.
- Fixed a bug where an error message appeared as “There was an error while saving the vendor.”
- Fixed a bug where not all client properties rendered in templates.
- Fixed a bug where an error occurred when trying to save vendor details.
- Fixed a bug where users received an error about required fields even though all fields were entered.
- Fixed a bug where the Client Responded question count was incorrect.
- Fixed a bug where only one question was applied when applying a template.
- Fixed a bug where users had to click “Force Download” to download files.
improved
fixed
Client Portal
Workflow / Task Management
Receipts
November 14, 2024
Bug Fixes & Performance Improvements
This week, we focused on fixing bugs in Keeper and making features more accessible and easier to use.
Other Improvements
- Managers now have access to view and copy Community Templates to their firms.
- Updated the client portal Logout button design to help prevent accidental logouts.
Bug Fixes
- Fixed a bug where bullet point lists in email templates were sent as numbered lists.
- Fixed a bug where the link in W9 Request emails was not clickable.
- Fixed a bug where the vendor request email was sent without the CNAME being set up.
- Fixed a bug where contacts did not receive the reset password link.
- Fixed a bug where the client property on the Client List page did not sort alphabetically or by sort order.
- Fixed a bug where the 1099 Report loading state didn’t work on the initial load.
- Fixed a bug where not all client properties were rendering for admin users in Practice Settings.
- Fixed a bug where “action required” displayed even if the field was empty.
- Fixed a bug where receipts showed as a blank PDF, though details appeared in the Notes section.
- Fixed a bug where files did not render for users and clients after refreshing the window.
- Fixed a bug where it showed 1 transaction question when there were none.
- Fixed a bug where a client response appeared to be pending, but the transaction question did not show up.
- Fixed a bug where text in transaction questions did not render correctly when there was limited space.
- Fixed a bug where moving a file to a related client triggered a ‘Receipt capture subscription not found’ error.
- Fixed a bug where users could not access the New Client Onboarding default email template.
- Fixed a bug where recent merges prevented users from reviewing or deleting duplicate email templates.
- Fixed a bug where custom folders were missing.
Keeper Research
Keeper Research is Keeper's new LLM-powered tax research tool. It's available in the top right corner of the app, as well as at keeper.app/research.
It is trained on the Internal Revenue Code and IRS Publications, so you can ask it any tax-related questions you may have, and it will search its knowledge base, return an answer, and cite its sources.
Custom 1099 Reports
You can now create custom 1099 reports to track and prepare any 1099 type your clients need. You have the flexibility to edit dollar thresholds and pull in the specific accounts needed to track spend for any vendor.
Bug Fixes
- Fixed a bug where there was no space in the navbar for rendering the avatar or settings.
- Fixed a bug to ensure line items are excluded properly based on the account exclude list in the 1099 Report.
- Fixed a bug where users were repeatedly prompted to reconnect their email.
- Fixed a bug where clients did not receive an email after selecting ‘Download all files’ in the portal.
- Fixed a bug where users did not receive notification emails for close status changes.
- Fixed a bug where instant notifications info was cut off slightly when using the Edge browser.
- Fixed a bug where paragraph breaks did not reflect on the Executive Summary note.
- Fixed a bug where the 1099 Report did not show files accurately.
- Fixed a bug where CAD tax codes were not calculating correctly for receipts clients.
- Fixed a bug where Xero reports showed an extra page in Reporting.
- Fixed a bug causing an error when trying to enable Keeper Receipts.
- Fixed a bug where an error occurred when moving or scanning receipts in the client uploads inbox.
- Fixed a bug where the text box moved when typing a follow-up question.
- Fixed a bug where bank accounts were not showing up under the Account Reconciliation section.
- Fixed a bug where the Client Responded count was not rendering correctly.
- Fixed a bug where the receipts forwarding email merge tag was not pulling properly.
- Fixed a bug where the email subject line showed a merged contact’s other client.
- Fixed a bug where users were unable to view all completed firm tasks.
- Fixed a bug where the Task List due date did not match the task due date.
Reassignable client questions
- Your clients can now reassign questions to another contact if there is someone better suited to answer a given question. This can help cut down on the back-and-forth with your team and gives your clients more flexibility to get your questions into the right hands.
Other Improvements
- Users now have the option to hide the Executive Summary from the monthly Management Reporting package.
Bug Fixes
- Fixed a bug where P&L and BS report tasks had inconsistent default states on different groups.
- Fixed a bug causing an “Error fetching transaction files” for a client.
- Fixed a bug where changing the email template within the template modal did not update the email body.
- Fixed a bug where changing some email templates only updated the subject line of the draft.
- Fixed a bug where an error occurred when clicking into a task template.
- Fixed a bug causing an error page when clicking into a custom-built report in the Transaction Review Section.
- Fixed a bug where the Quarterly P&L file review report did not show Q3.
- Fixed a bug where the Executive Summary note kept defaulting to a numbered list instead of a bulleted list.
- Fixed a bug causing an error when opening the Uncategorized Report due to payment, invoices, or credit notes lacking proper split or account values/IDs.
- Fixed a bug where text could not be highlighted by holding/dragging the cursor in the close.
- Fixed a bug where invoices did not display when clicking “browse invoices.”
- Fixed a bug where the Ready count in Transaction Questions showed 3 when there were 0.
- Fixed a bug where a “Failed to fetch task list” error message appeared.
- Fixed a bug where deleted tasks were included in the daily digest email.
- Fixed a bug where the ‘View comment’ link in client notification emails did not link directly to the question response.
Post Journal Entries from Keeper Receipts
You can now post a journal entry directly to QBO from Keeper Receipts.
Convert detailed spreadsheets into multi-line journal entries or simply post monthly closing entries without having to leave your Keeper workspace.
Other Improvements
- Admin and manager users can now edit questions and responses sent to customers through the client portal. Client questions and responses are still not editable.
Bug Fixes
- Fixed a bug where checking the '1099?' box when reviewing Transaction Questions did not update in QBO.
- Fixed a bug where text in all cells of detail tables was truncated and rendered incorrectly.
- Fixed a bug where incorrect dates appeared on recurring non-closing tasks from the client list modal.
- Fixed a bug where P&L and BS displayed the wrong number of columns in the calendar quarter view.
- Fixed a bug where a client was created without closes, causing billing issues.
New Client Portal Improvements
- We expanded the transaction detail preview for clients when viewing transaction questions in the new client portal.
- You can now customize the color of tags on questions in the new client portal.
- Tags will now show up separately from the question status in the new client portal.
Bug Fixes
- Fixed a bug where the "Reconnect practice email" button was missing.
- Fixed a bug where a blank screen appeared when trying to access Keeper.
- Fixed a bug where standard users were receiving emails about clients they didn't have access to.
- Fixed a bug where users were unable to tag others in comments.
- Fixed a bug where "double" loading occurred on the client list after a page refresh.
- Fixed a bug where users were unable to connect to Sage, with only QBO/Xero available.
- Fixed a bug where all report columns appeared super short and condensed.
- Fixed a bug where users could not bulk update related accounts.
- Fixed a bug where an error persisted: "Could not load custom folders. Please try again later or contact support."
- Fixed a bug where non-transaction recurring questions did not add properly.
- Fixed a bug where non-transaction recurrence was not functioning correctly.
- Fixed a bug where deleting a client resulted in an error.
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