Changelog

Follow up on the latest improvements and updates.

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Exclude transactions by check number in Prepare 1099s
Keeper now supports excluding transaction by check number in the Prepare 1099s report.
This means you can finally exclude debit card transactions from your vendor totals!
This is QBO only for now, but support for Xero is coming soon.
Files 2.0 Beta Improvements# Other Improvements# Bug Fixes
Overview
This sprint, we focused again on fixing bugs and improving performance across the app.
In particular, the Client List should now load faster, tasks should load faster when opening the Close page, and tasks should open much faster when clicking them.
Files 2.0 Beta Improvements# Other Improvements# Bug Fixes
Overview
This sprint, we focused primarily on fixing bugs and improving performance across the app.
Over the coming weeks, we will be shifting more of our resources to performance improvements to reduce load times across all parts of the app.
Other Improvements# Bug Fixes

improved

Receipt Capture

November 2, 2023

Receipt Management Alpha
Keeper's Receipt Management feature is now in an early alpha, so we're now opening up slots for the beta.
If you'd like to join the beta, sign up here for early access.
Files 2.0 Beta Improvements# Bug Fixes
Files 2.0 (Beta)
We just released a major upgrade to Keeper's files system. We're calling it Files 2.0, and it's now in beta. If you'd like to join the beta, sign up here for early access.
Some of the major new upgrades include:
Bug Fixes

improved

Workflow / Task Management

October 19, 2023

Close Page UI Updates
Tasks on the close page are now organized into two areas: closing tasks and non-closing tasks.
If you pin your Client Details to the close page, they will also show up in a third area.
Users can collapse these areas, and they'll stay collapsed until you logout / login again. So if you're just focused on the close, you can collapse the Non-closing tasks area to hide it from your view.
The original non-closing tasks section has now been renamed to "General", and multiple non-closing task sections + hiding sections for certain clients are coming soon.
Reordering and renaming sections (which have always been practice-wide settings) have now been moved to their own settings page called the Section Manager. You can reorder and rename sections from your setting, or by clicking
Manage sections
.
Other Improvements# Bug Fixes
Un-clunking Keeper
This week, we once again focused on un-clunking Keeper: fixing bugs and making features easier to use and more accessible.
In particular, this week, we focused primarily on app stability and performance improvements.
Other Improvements
Bug Fixes

improved

Management Reporting

October 5, 2023

P&L Detail Report
Keeper now supports including the Profit and Loss Detail report in your Management Reporting package!
Comments: listening to feedback
We've continued to listen to your feedback and improve Comments based on what you feel is missing.
We've added an
Unread
filter on the client comments feed, comments now show the name of the client they relate to, and self @-tags now appear in the comment inbox.
Other Improvements# Bug Fixes

new

Workflow / Task Management

September 28, 2023

Comments 2.0
Keeper's internal commenting system got a huge new upgrade today.
First and foremost, we've completely overhauled the UI to make comments feel similar to what you're used to from other applications.
We also added many highly requested features, including the ability to ...Finally, we rebuilt comment search in Keeper to make it easier to find comments you're looking for.
Other Improvements# Bug Fixes-
Un-clunking Keeper
This week, we once again focused on un-clunking Keeper: fixing bugs and making features easier to use and more accessible.
In particular, this week, we focused primarily on app stability and performance improvements.
This is not a one sprint process, but we're committed to it, and we always want to hear your feedback.
As a reminder, if you have small issues that are plaguing your enjoyment and usage of Keeper, you can email them to smallfrustratingthings@keeper.app.
Other Improvements# Bug Fixes
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