Changelog
Follow up on the latest improvements and updates.
RSS
improved
fixed
Workflow / Task Management
Management Reporting
September 11, 2025
Bug Fixes & Performance Improvements
This week, we focused on fixing bugs and making features more accessible and easier to use.
Workflow Improvements
- Client notes can now be viewed from the client list
- Tax-only clients can now be deleted from the client list.
- Newly added custom task sections are now hidden by default from existing saved views.
- Updated the client list default Simple View to reflect the most essential data columns.
Reporting Updates
- When 2 periods are compared in a management report, the "Total" column for the more recent period now reflects the date range.
- You can now keep class filters on when aggregating report columns by class.
Bug Fixes
- Fixed a bug where a receipt failed to post with the error “Please try again later.”
- Fixed a bug where transactions were not appearing in bank feed search results.
- Fixed a bug where adding a new contact resulted in an error despite the contact being created.
- Fixed a bug where the Practice Inbox failed to load a specific email.
- Fixed a bug where checking “Notify client” in a non-transaction question response didn’t trigger an email.
- Fixed a bug where only Super Admins could view the Practice Inbox.
- Fixed a bug where a connected practice email was not appearing in settings.
- Fixed a bug where email previews stopped loading in close tasks.
- Fixed a bug where QuickBooks Online (QBO) users saw repeated reconnect prompts due to connection failures.
- Fixed a bug where Chase bank accounts were failing to load in Bank Feeds.
- Fixed a bug where the full chart of accounts did not load for Xero clients.
- Fixed a bug that prevented finalizing the practice phone number selection.
- Fixed a bug where reports with 12 months + prior period + $/% comparison pushed columns to another page.
- Fixed a bug on the Client List causing data loading and task count errors.
- Fixed a bug where the new Table of Contents in reports did not show page numbers.
- Fixed a bug where starred P&L accounts were missing from the Key Accounts report.
- Fixed a bug that prevented saving footnotes on the Balance Sheet.
- Fixed a bug where categorized transactions incorrectly appeared in the Uncategorized Transactions report.
- Fixed a bug where the “Open in new tab” button in file previews opened a blank tab.
- Fixed a bug where opening interactive financials (P&L) resulted in a “Something went wrong” error.
- Fixed a bug where e-signatures showed a document as signed when no signatures were present.
new
improved
fixed
Client Portal
Workflow / Task Management
September 4, 2025
📊 Meet Your New Analytics Hub
Make smarter decisions, faster.
We’ve launched a brand new Analytics tab in Keeper - giving firm leaders the visibility they need to manage growing teams and client bases with confidence. Built on a powerful pivot table engine, this new surface lets you:
🔍 Analyze on-time close rates by role
🚦 Spot bottlenecks across clients and teams
🧠 Build and save custom pivot views using live Keeper data
📈 Apply heatmaps, filters, and aggregation settings to uncover trends at a glance
The first set of pre-built reports are live now - including YTD and all-time close performance by preparer/reviewer/manager, and your latest close's status. We'll be rolling this out over the next 2 weeks - you'll see the Analytics tab from your client list dashboard when it's live for your practice! Check out our help article for more info.
Other Improvements
- Added a percent complete tracker to organizers so you can see at-a-glance how far along your clients are with their information and clients can track their progress. Viewable for clients on the web and mobile app.
- Clients can now turn a file upload into a question for your firm.
- Changes to client details are now tracked in the activity log.
- Client notes now open by default in the Client Info section of the close page.
Bug Fixes
- Fixed an issue where the Practice Email was not appearing in Settings after connecting.
- Fixed a bug where file uploads on inbound questions caused duplicate “Question:” lines in the notification email.
- Fixed a bug preventing users from sending emails when accessed from a close task.
- Fixed a bug where non-transaction question assignees did not display in the Chrome extension when assignable questions were enabled.
- Fixed a bug where metrics visuals were not visible.
- Fixed a bug where COGS values were showing up inverted in P&L drilldowns.
- Fixed a bug where metrics for cost of goods sold were broken.
- Fixed a bug where adding organizers during client creation did not work.
- Fixed a bug preventing client logins to the portal.
- Fixed a bug where the bank feed connection failed and accounts showed as blank or never loaded.
- Fixed a bug where credit card accounts were not tied to any account and couldn’t be re-added due to duplicate state.
- Fixed a bug where the client logo in published reports was displaying incorrectly as ‘client logo’ instead of the actual image.
- Fixed a bug where financial reports failed to load on the mobile app.
- Fixed a bug preventing finalization of the practice phone number selection.
- Fixed a bug where the organizer download excluded client responses.
- Fixed a bug where file uploads triggered a “failed to move item to transactions” error (QBO).
- Fixed a bug causing URLs in task descriptions to no longer render as clickable links.
improved
fixed
Management Reporting
Emails
August 28, 2025
Fresh Look for Management Reports ✨
Management Reports just got a modern design upgrade—cleaner visuals, smoother navigation, and more ways to customize what you share with clients.
What’s new:
- Sleek, refreshed report design
- Easier navigation & settings
- New free-form content page for notes, scope, or disclaimers
- Image page for visuals, branding, or marketing materials
We’re rolling these out over the next few weeks. Want early access? Fill out this short form to try them out!
Emails Updates
- Email notifications for non-transaction questions now include the question subject in the body of the email, providing additional context for clients.
- Practices can select whether or not emails from disconnected email accounts are stored for record-keeping purposes or are deleted, depending on their data governance policies.
AI Bank Feeds Improvements
- Transaction details are now visible when matching to multiple ledger items.
- Partial payments can now be applied to invoices or bills.
- Outstanding transactions count is now viewable from the client list dashboard.
Other Improvements
- Chrome extension is now supported in the new QBO bank feeds.
Bug Fixes
- Fixed a bug where the next date was incorrect in the recurring non-transaction question table.
- Fixed a bug where emails with multiple questions only included one.
- Fixed a bug where duplicate vendors could be created in the 1099 workflow.
- Fixed a bug where bulk matching in bank feeds caused an error.
- Fixed a bug where users couldn’t move matches to a new transaction in the “multiple possible matches” UI.
- Fixed a bug where the “most recent” financial report wasn’t shown on the Client Portal dashboard, only under the Files tab.
- Fixed a bug where the second signee couldn’t be navigated to in Signatures.
- Fixed a bug where the Chrome extension client picker didn’t appear correctly below the dropdown.
- Fixed a bug where users could not match to a transaction in “multiple possible matches” view.
- Fixed a bug where file deletion in the client returned an error.
- Fixed a bug where a file upload in the portal failed with a generic error.
- Fixed a bug where vendor request submissions did not finalize after clicking Submit.
- Fixed a bug where a Xero Profit & Loss report showed up blank while the Balance Sheet was rendered.
- Fixed a bug where digest emails failed to send.
- Fixed a bug where users could not reauthenticate their practice email.
- Fixed a bug where the “Done” option was missing for bulk marking tasks as completed.
- Fixed a bug where users were unable to create folders or subfolders in their Files tab.
- Fixed a bug where the “update current view” option was missing when saving a view.
improved
fixed
Client Portal
Emails
August 21, 2025
Automated Notifications for Non-Transaction Questions
You can now set up recurring email notifications for non-transaction questions in the client portal. This helps ensure nothing slips through the cracks, improving response rates while reducing manual follow-ups.
What’s new:
- Notify client toggle:Enable automated reminders on individual questions.
- Global control:Turn reminders on/off for all open non-transaction questions - in one step—perfect for migrating to this feature.
- Clear visibility:A new column shows which questions have reminders enabled.
- Daily batched emails:Clients receive a single email each morning (8am EST) with all their unanswered questions.
- Preview option:See exactly what clients will receive (non-editable for consistency).
Why it matters:
No more chasing down unanswered questions—reminders are now automated, consistent, and easy to manage.Emails Updates
- Introduced email filtering by contact type, allowing users to quickly view emails from specific groups like "Customers" or "Internal Team."
AI Bank Feeds Improvements
- Added bulk approval of matches.
- Added support for posting multi-line expenses and deposits.
- Added support for connecting bank feeds to current assets, current liabilities and long-term liabilities.
- Improved process for matching transfers between accounts.
Bug Fixes
- Fixed a bug where dragging to copy text in the linked email modal conflicted with the drag-and-drop handler.
- Fixed a bug where the matches table had performance issues when opening.
- Fixed a bug where cost of goods sold appeared twice in metric visuals.
- Fixed a bug where some template sections appeared even when not selected.
- Fixed a bug where the task list failed to load.
- Fixed a bug where users were unable to remove a user from the preparer role via the close page.
- Fixed a bug where users were unable to create an August 2025 close.
- Fixed a bug where the most recent financial report didn’t appear on the Client Portal dashboard.
- Fixed a bug where visible files did not appear in the Client Portal.
- Fixed a bug where links to P&L subaccount comment threads excluded the subaccount due to the colon symbol.
- Fixed a bug where the client portal displayed “Chart cannot be displayed” for interactive visuals.
- Fixed a bug where the “Reviewed” status did nothing in the bulk editor for the newly added customers file review.
- Fixed a bug where the client portal tax tracker wouldn’t exit preview mode even after tax returns were disabled for the client.
- Fixed a bug where bank feed display names (e.g. “spending”) and mapped accounts were inconsistent.
- Fixed a bug where bank feed account chips did not wrap properly.
- Fixed a bug where email previews had misaligned padding compared to sent emails.
- Fixed a bug where client financial reports were missing from the Client Portal dashboard but present in the Files tab.
- Fixed a bug where file rename attempts under auto-organized folders failed with “Failed to rename item.”
- Fixed a bug where emails were not fully populated in Keeper due to message body processing errors.
- Fixed a bug where sections not selected in templates still appeared after saving.
- Fixed a bug where interactive metric visuals failed to display when opening a client report.
- Fixed a bug where users were unable to edit customers from the close.
- Fixed a bug where links to financial report comments failed to include sub-account context.
- Fixed a bug where the bank feed matching interface showed misaligned names and account mappings.
- Fixed a bug where client files were missing from auto-organized folders in the portal.
- Fixed a bug where users were unable to remove logos or update client logos.
- Fixed a bug where users received a “Failed to fetch task list” error in the task list view.
- Fixed a bug where sections appeared in published reports that weren’t selected in the template.
- Fixed a bug where adding a client enabled all closing sections by default without customization.
- Fixed a bug where metric visuals showed cost of goods sold as the only data point.
- Fixed a bug where client dashboards did not reflect the latest published financial report.
- Fixed a bug where users could not rename files in auto-organized folders.
- Fixed a bug where users were unable to create QBO clients despite completing required setup.
- Fixed a bug where certain reports failed to open due to mismatched section or template logic.
- Fixed a bug where practice users experienced errors when attempting to save email drafts.
- Fixed a bug where the QBO receipt description did not carry over to the posted receipt.
- Fixed a bug where QBO receipt matching performance was unusually slow.
- Fixed a bug where .iif file uploads resulted in error messages for portal contacts.
- Fixed a bug where bulk file editing in newly added customers report failed to apply the “Reviewed” status.
- Fixed a bug where users received “Failed to rename item” errors when renaming reports.
- Fixed a bug where contacts saw “Chart cannot be displayed” instead of visuals.
- Fixed a bug where comments in the “Unread” tab appeared in “Open” but not in “Unread.”
improved
fixed
new
Client Portal
Workflow / Task Management
Management Reporting
Receipts
Emails
August 14, 2025
🚀 Try Keeper Accruals Early — Join the Beta
We’re opening the beta for
Keeper Accruals
, our new way to automate and manage accrual schedules directly inside Keeper.Starting the week of August 18th
, beta access will begin rolling out to users who opt in. Here’s how to join:Today:
- Go to Practice Settings > Practice management
- Select Beta features opt-into become a Keeper beta tester.
Week of August 18th:
- You’ll be notified when Keeper Accruals Beta is available for you.
- At that point, a new button—Enable accruals beta access—will appear, allowing you to turn on the feature at your discretion.
Spots are limited during the beta, so opt in now to be among the first to streamline your accrual workflows.
Emails Updates
🔐
New: Granular Practice Inbox Permissions
You can now grant access to specific practice inboxes for each individual user (e.g., only sales@, only accounting@) instead of all-or-nothing access. Updates take effect instantly, and a new dropdown in Practice Settings makes managing access simple. This should make it easier to add new inboxes while keeping visibility tailored to your firm’s needs.
⚠️
Please review
your users’ practice inbox permissions to ensure they match your expectations after this update.AI Bank Feeds Improvements
- Added support for excluding transactions from the bank feed.
- Made polish and UI improvements to category pickers.
Other Improvements
- Footnotes are available in the interactive P&L and Balance Sheet so users can provide context and custom notes to clients.
- Selected question in the client portal now remains pinned to the top of the screen as the client contact scrolls through the list of questions.
Bug Fixes
- Fixed a bug where email comments marked ‘resolved’ did not filter out of the Open tab of the Comment Inbox.
- Fixed a bug where filtering by client name in the saved task list view showed 0 clients.
- Fixed a bug where the assignee filter for deleted users did not work in the task list.
- Fixed a bug where financials were cut off in published management reports.
- Fixed a bug where ‘Login to portal’ emails (with magic links) included ‘undefined’ text.
- Fixed a bug where the Keeper Receipts billing add-on banner displayed even when Receipts were enabled.
- Fixed a bug where the task section 0/2 incorrectly showed as 0/0 on the Client List.
- Fixed a bug where the bank feed institution name did not appear in the client portal mobile app.
- Fixed a bug to improve matching to transfers in AI Bank Feeds.
- Fixed a bug where the bar chart on the Executive Summary for QBO clients showed no data.
- Fixed a bug where email history did not load for all clients.
- Fixed a bug where loading vendor data in the Prepare 1099s report resulted in an error.
- Fixed a bug where rules did not overwrite auto classification results.
- Fixed a bug where the add client window did not allow P/R/M assignment to standard users.
- Fixed a bug where receipt descriptions copied over to the next receipt.
- Fixed a bug where clicking ‘client questions’ in close caused a “Something went wrong” error.
- Fixed a bug where draft filter options incorrectly appeared in the Gmail inbox filter.
- Fixed a bug where signed documents still showed as waiting on signatures.
- Fixed a bug where adding a client to Manager access resulted in an error.
- Fixed a bug where reauthentication failed on Chase Bank/Credit Card accounts via Quiltt.
- Fixed a bug where related clients disappeared when multiple contacts were added.
- Fixed a bug where account chips did not wrap properly.
- Fixed a bug where email comments did not reflect properly in the Open/Unread filters.
- Fixed a bug where resolved email comments still appeared as open.
- Fixed a bug where missing accounts did not appear in Bank Feeds.
- Fixed a bug where users were unable to archive emails that had comments.
- Fixed a bug where large image attachments caused drafts to detach from threads.
- Fixed a bug where the email tracking toggle could not be disabled.
- Fixed a bug where UI inconsistencies occurred in Bank Feed matching.
- Fixed a bug where PDF downloads failed when a user or contact was deleted.
- Fixed a bug where the “Move to file” success message was missing.
- Fixed a bug where the Organizer logic tool did not allow slide selection.
new
improved
fixed
Client Portal
Management Reporting
Time Tracking
Collaboration / Commenting
August 7, 2025
📊
Interactive Financials, Now in the Client Portal
Your clients can now view and interact with their P&L, Balance Sheet, and Metrics directly in the portal! The reports are based on the same powerful views you use in your close Final Review, now packaged for client self-service:
🔍 Drill down by vendor: Clients can click into an account (like Subscriptions) and instantly see spend by vendor — no Excel exports or manual pivots required.
📊 Hoverable Metrics: Key financial KPIs are now visual and interactive, helping clients better understand trends in their business.
📥 Download to Excel: Clients can export their P&L and Balance Sheet (including vendor-level totals) for offline analysis.
✅ Published after books are closed: You control when reports go live — only finalized numbers are visible.
This update helps clients engage more deeply with their financials, while reducing the number of follow-up questions you have to field.
AI Bank Feeds Improvements
- Added commenting functionality to AI bank feeds; updated comment digest email to include bank feeds comments.
- Made improvements to filters, transaction search, and category editing.
- For contacts with delegated bank feed credential access, they will now be notified when bank feed connections expire and need to be refreshed.
Bug Fixes
- Resolved an error when loading vendor data in the Prepare 1099s report.
- Fixed an issue where deleted user names were not reflected in Time Tracking reports.
- Fixed an issue where the Client Name merge tag was not working in subject lines.
- Resolved a bug where a document marked as signed still showed “Waiting on signatures”.
- Corrected issue where resolved email comments did not filter out of the Open tab.
- Fixed a bug where deleted users still appeared in the Assignee filter on the task list.
- Fixed broken filtering by client name in saved views on the task list.
- Fixed broken UI: task list assignee filter did not support deleted users.
- Resolved broken PDF downloads when users or contacts were deleted.
- Corrected visual bug in Bank Feeds where expanding sections caused an error.
- Fixed task list bug: “Saved View > Client Name filter” returned 0 results.
- Corrected UI issue where multiple accounts couldn’t be set up concurrently.
- Fixed error when syncing with QuickBooks: “Transaction extraction in progress” blocked access.
- Fixed issue where attachments on transaction questions did not appear in Client Communication.
- Fixed error where some metrics visuals showed all caps variable names.
- Fixed blank metrics visuals and missing YTD data in Calendar/Fiscal views.
- Corrected behavior: emails in HTML format showed incorrectly in Keeper UI.
- Resolved issue where downloading financial reports for May ‘25 was unavailable.
- Fixed rule logic not overriding auto-classification results.
- Corrected download failures for zipped client files.
- Restored enter key functionality when selecting teammates in comments.
- Fixed error: posting receipt PDFs showed “unsupported file type” in QBO.
new
fixed
Client Portal
File Reviews
Workflow / Task Management
Emails
July 31, 2025
🚀 AI Bank Feeds Beta - Now Open to All Firms!
Our new AI-powered Bank Feeds feature is seamlessly integrated into your existing Keeper workflow and can help automate up to 70% of your basic transaction coding. Here's how it works:
- Potential Matches- Automatically suggests ledger matches (bills, purchases, journal entries) just like you’re used to - so you can breeze through your pending transactions.
- Rules- Customizable rules group transactions by vendor and category, letting you bulk-post multiple entries with one click.
- Auto Classifications- When past transactions have been coded identically, Keeper’s AI confidently auto-categorizes them - just review and post!
- Needs Review- For uncertain entries and new vendors, AI offers smart suggestions (and “Ask Client” prompts), complete with reasoning and links to validate vendor info.
👉 To get started, fill out our beta signup form here. Access will be rolled out over the coming week!
Bug Fixes
- Investigated an issue where an email blast only sent to a portion of selected contacts.
- Investigated a bug where magic links showed “Account not associated with a contact” for all recipients.
- Investigated missing “Email History” tab for a user across all clients.
- Fixed a bug where the Keeper Receipts billing banner showed even when Receipts were enabled.
- Fixed a bug preventing practice upgrades to Premium.
- Fixed a bug where recurring questions failed to send for some contacts on July 24.
- Fixed a bug causing forwarded receipt emails to not appear in the uploads inbox.
- Fixed a bug keeping users from selecting an Organizer slide.
- Fixed a bug where client responses and uploads to transaction questions appeared blank on the firm side.
- Fixed a bug causing an error when adding client access via Manage Users.
- Fixed a bug keeping updates to projects in Keeper from syncing to transactions in QBO.
- Fixed a bug where the billable checkbox did not appear for some users.
- Fixed a bug where the Executive Summary bar chart displayed no data.
- Fixed a bug where a task section listed as 0/2 showed as 0/0 on the Client List.
- Fixed a bug causing the “Refresh QuickBooks Data” button to disappear from the Reporting tab.
Bug Fixes & Performance Improvements
This week, we focused on fixing bugs and making features more accessible and easier to use.
Other Improvements
- You can now apply organizer and e-signature templates while adding new clients to Keeper.
- Keeper Receipts now includes open invoice balances by default when creating bill payments.
Bug Fixes
- Fixed a bug where users were unable to see draft emails.
- Fixed a bug where Microsoft inboxes could not be connected.
- Fixed a bug where users were logged out while trying to re-authorize their Gmail personal inbox.
- Fixed a bug where custom metrics/KPIs were resetting every time a new close was opened.
- Fixed a bug where draft filter options were incorrectly shown in the Inbox Gmail filter.
- Fixed a bug where re-authorizing an Outlook email did not load the inbox.
- Fixed a bug where users were unable to choose from a list of sender emails under “Message Client.”
- Fixed a bug where emails with inbox labels did not appear in their respective - Fixed a bug where Metrics visuals appeared blank for both users and test accounts.
- Fixed a bug where Calendar YTD and Fiscal YTD in Metrics excluded January 2025.
- Fixed a bug where descriptions from one receipt were incorrectly copied to the next.
- Fixed a bug where metric variables appeared in all capital letters.
- Fixed a bug where only “Cost of Goods Sold” showed in Metrics visual variables.
- Fixed a bug where receipt forwarding was not sending to Keeper.
- Fixed a bug where metric values in Xero files did not display after adjusting.
- Fixed a bug where clicking “client questions” in Close triggered a “Something went wrong” error.
- Fixed a bug where the Account column in footnotes popups showed incorrect data.
- Fixed a bug causing an “Error fetching bill payments” message in the Prepare 1099s report.
- Fixed a bug where unconnected clients could not be added.
- Fixed a bug where A/P & A/R Summary task drilldowns in Final Review were inconsistently accessible.
- Fixed issues in the Expense Inconsistency Report.
- Fixed a bug where weekly automated reminder emails were not being sent.
- Fixed a bug where users were kicked out while accessing Branding settings in debug mode.
- Fixed a bug where the May 2025 financial report was missing.
- Fixed a bug where the “Add Client” window did not allow P/R/M assignment to standard users.
- Fixed a bug where requested client file downloads were not emailed to the user.
📂 Downloadable Organizer Packages
We’ve made it easier to get your completed organizers out of Keeper and into your firm’s workflow.
✨ Here’s what’s new:
- 📄 Download a PDF version of the completed organizer including your clients' responses and references to uploaded files.
- 📎 Bundle organizer responses + uploaded client files into a ZIP file for easy viewing, sharing, and storage.
All the information and attachments you need to prepare and file your client’s tax return can now be packaged and downloaded in a single, streamlined step. 💼
For more information, check out our help article on how to use this new feature!
Other Improvements
- Added filtering by contact and tag to non-transaction questions.
- Improved the search experience in "My Receipts" to allow you to search by file name, year, and month.
Bug Fixes
- Fixed a bug where email history was not working for all clients.
- Fixed a bug where scheduled emails remained unsent.
- Fixed a bug where email attachments disappeared after the email was sent.
- Fixed a QuickBooks Online connection error displaying “uh oh there’s a connection problem.”
- Fixed a bug causing users to be stuck in a “Reconnect QuickBooks” loop with ledgers not loading.
- Fixed a bug where users received a “Transaction extraction in progress” error indefinitely when opening a client.
- Fixed a bug where an error occurred when creating a new portal contact.
- Fixed a bug preventing resizing and text wrapping in the Submission Note column.
- Improved typing and rendering performance in the Receipts module.
- Fixed a bug where Super Admins received an error when adding a new client portal contact.
- Resolved an issue where the portal was inaccessible from the Management Reports page.
- Fixed a bug where the close status on the client list was not refreshing.
- Fixed a bug where adding a client to Manager access triggered an error.
- Fixed a bug where Fiscal YTD appeared correctly on the Table of Contents but not on the individual report.
- Fixed a bug with closing task statuses not updating correctly.
- Fixed a bug where Keeper failed to match transactions outside of the 2-week matching period.
- Fixed a bug where standard users could add checklists even when “lock standard user” was enabled.
- Fixed a bug where “[new vendor]” did not update correctly in the UI.
- Fixed a bug where drafts with large image attachments detached from the email thread.
improved
fixed
File Reviews
Management Reporting
Emails
July 10, 2025
📝 Custom text page in Management Reports
Need more space to communicate with clients in your reports? Now you can add a fully customizable text page - perfect for longer legal disclaimers, descriptions of services, or any other context your clients need.
✨ What’s new:
- 📄 Add a dedicated Custom Text Page to your reporting package
- ✍️ Write and format your content using our rich text editor
- 🧩 Use smart merge tags to auto-fill key details like close period, current/prior year, client or firm name
- 🔧 Rename and reorder the page within your financial package
Email Improvements
- You can now mark drafts as “Email Client Templates” in Keeper, automatically filtering them out of your Drafts folder to reduce clutter and keep your workspace organized.
Other Improvements
- Updated the sort order of files uploaded to transactions for more efficient review.
Bug Fixes
- Fixed a bug where links in emails did not open in a new tab.
- Fixed a bug where users had to double-click to open emails in Keeper Emails.
- Fixed a bug where the inbox tab showed a notification bubble despite no practice or personal email being connected.
- Fixed a bug where opening the Prepare 1099s report caused an error.
- Fixed a bug where Uncategorized Assets were empty or loaded slowly.
- Fixed a bug where client portal posts were not marked as answered after a contact responded.
- Fixed a bug where transaction extraction in QBO was stuck for extended periods.
- Fixed a bug where uploading folders with substructures did not preserve the folder hierarchy.
- Fixed a bug causing an error when adding a user with Manager access.
- Fixed a bug where deleted users continued to receive comment notification emails.
- Fixed a bug where inconsistent bills with blank descriptions weren’t flagged in the Expense Inconsistency report.
- Fixed a bug causing errors when deleting clients.
- Fixed a bug where the “Has submission note” filter in Transaction Files did not include mobile app submission notes.
- Fixed a bug where reauthentication email notifications were sent for IMAP-connected practice emails, and reconnecting failed.
- Fixed a bug where file attachments in non-transaction question threads attached to the initial message instead of the latest reply.
- Fixed a bug where signature requests did not appear under “Action Required” in the client portal.
- Fixed a bug where transaction reports did not operate independently of each other.
- Fixed a bug where two signature request recipients were created simultaneously with identical data.
- Fixed a bug in P&L reports for Xero clients that potentially copied over blank values.
- Fixed a bug where editing tasks in split screen caused unintended changes to the task text.
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