Changelog
Follow up on the latest improvements and updates.
RSS
improved
Client Portal
File Reviews
April 18, 2024
Customize Portal Login Screen
As of today, if you have a whitelabeled Client Portal, you can now customize your Branding on the login screen!
Receipts Improvements
- Updated the receipts engine so in-line images in emails will not be recognized as documents. This fixes the issue where email signature images and social media icons would show up as distinct documents.
- Added the ability to delete files from the Global Staging Area.
Other Improvements
- Users can now open and edit transactions with multiple line items from the similar historical transactions table.
- Users can now right-click the "Go to Close" button on the Task List to open the close in a new tab.
- Clicking "Go to Close" on the Task list will also scroll you directly to that task on the page.
- Users can now see the Close Assignees on closing tasks on the Task List.
- Users can now copy a link to a task.
- Users can now save multiple custom P&L / Balance Sheet configurations as part of your review.
- The P&L Drilldown can now be exported to Excel (at the Payee level).
Bug Fixes
- Fixed a bug preventing users from assigning questions in the Chrome Extension.
- Fixed a bug that caused due dates to show in red even when the close is marked complete.
- Fixed a bug in Receipts causing some users to see the error "cannot read properties of undefined" when posting receipts.
- Fixed a bug causing recurring non-closing tasks to repeat multiple times when completed for some firms.
- Fixed a bug preventing some users from notifying clients at the same time as they respond to an inbound question
- Fixed a bug preventing users from connecting some clients to Keeper.
- Fixed a bug preventing users from sorting the Comments column on the Client List.
improved
Workflow / Task Management
April 11, 2024
Open Tasks on the Task List
This week, we added the ability to open a task directly on the task list. Now you can see all the information you need to do your work without needing to go into a client's close.
Receipts Improvements
- Added the ability to filter the Transaction Files table for files with suggested matches.
- Added the ability to show, hide, and reorder columns in the Posted Transactions table.
Chrome Extension Improvements
- Fixed an issue causing significant performance issues for some users when using the Chrome Extension in QuickBooks.
- Fixed a bug causing the "Ask Client" and "Client Info" buttons not to be clickable in the Chrome Extension for some users.
- Added the ability to report errors directly inside the Chrome Extension.
Other Improvements
- File review reports now have date range references to make it easier to see what dates correspond to the selection.
- Added an option to instantly notify a client when you add a follow-up question to a non-transaction question.
- The Client Portal Announcement now supports rich text (hyperlinks, images, and text formatting).
- Added the ability to export the Profit and Loss Drilldown as a CSV.
- Added the ability to add Standard Users without access to any clients.
- Updated the UI of the "W9 on file" column on the Prepare 1099s and Newly Added Vendors reports.
Bug Fixes
- Fixed a bug preventing users from connecting some QuickBooks files to Keeper.
- Fixed a bug preventing contacts with access to multiple clients from switching between them in the Client Portal.
- Fixed a bug where searching on the Task List caused the due date filters to stop working.
- Fixed a bug causing crashing when switching to the Kanban view from the "Open Closes" view on the Client List.
- Fixed a bug preventing some GST/HST/PST tax code rates from showing up in Keeper.
- Fixed a bug causing some users to receive the error "Receipt type null is not supported in QBO" in Receipts.
- Fixed a bug where viewing some files in Receipts caused the app to crash.
- Fixed a bug preventing users from posting Receipts in a foreign currency.
- Fixed a bug causing rules not to apply to some files in Receipts.
- Fixed a bug that caused the search bar not to work when moving files to tasks.
- Fixed a bug preventing users from seeing all due date options on the Task List column filters.
- Fixed a bug preventing tasks from displaying on saved views on the Task List that had multiple filters applied.
- Fixed a bug causing the tasks per page button to be hidden on saved views on the Task List.
- Fixed a bug preventing users from seeing who some files were uploaded by in the Transaction Files table.
improved
Workflow / Task Management
April 4, 2024
Preview CSV and Excel files
Users can now preview .csv, .xls, and .xlsx files in Keeper, making it that much easier to review any supporting schedules for your reconciliations!
Other Improvements
- Added the ability to reorder checklists in tasks.
- Clicking a link in a PDF will now open that link in a new tab.
Bug Fixes
- Fixed a bug preventing some users from selecting multiple clients when applying templates.
- Fixed a bug causing the email header for Client Upload notifications to show up very large on some mail clients.
- Fixed a bug causing the Client List search results to change after the user expanded the detail pane for a Client.
- Fixed a bug with the authentication flow for the Gmail add on.
- Fixed a bug causing due dates to default to 1970 in the Gmail add on.
- Fixed a bug preventing close status reasons from updating for some users.
- Fixed a bug causing the comments and footnotes buttons to get cut off in the P&L by Class report.
- Fixed a bug where completing a task moves the Close Status to null instead of In Progress for some firms.
- Fixed a bug causing some tasks not to show up in some saved views on the Task List.
- Fixed a bug preventing column order from saving in saved views on the Task List.
- Fixed a bug causing subfolders to disappear in files when the main folder is moved to another subfolder.
- Fixed a bug causing intermittent crashing for some users in the Prepare 1099s report.
- Fixed a bug causing occasional delays with scheduled email reminders.
improved
Workflow / Task Management
March 28, 2024
Cleaned up Task UI
This week, we updated the UI for tasks in Keeper to give the app a fresher, more modern look and feel.
Other Improvements
- When recategorizing an account on a transaction, the account list will now show up in the order of the Chart of Accounts rather than alphabetical order.
- Added tooltips to make it easier to see the name of the Preparer/Reviewer/Manager on the Client List.
- Non-transaction question tags are now included in table search.
Bug Fixes
- Fixed a bug causing some receipts files to get stuck in the "Scanning" state indefinitely.
- Fixed a bug preventing some GST/HST values from being scanned in Receipts.
- Fixed a bug preventing some HEIC-type files from being converted to JPEGs.
- Fixed a bug causing some section filters not to work on the Task List.
- Fixed a bug preventing users form removing a value in dropdown properties on the close page.
- Fixed a bug preventing users from uploading files whose name contains a colon (e.g., "2024: file.pdf").
- Fixed a bug preventing close status reasons from updating for some users.
- Fixed a bug preventing the list of clients in a timer from showing up in alphabetical order.
- Fixed a bug causing some clients' effective hourly rate calculations to be incorrect.
- Fixed a bug causing files that were deleted in the Client Uploads Inbox to reappear.
- Fixed a bug preventing users from adding vendors to Journal Entry lines.
improved
Workflow / Task Management
March 21, 2024
Tasks Due by Business Day
Users can now set closing tasks to be due on a particular business day (e.g., the first business day of the month).
Other Improvements
- Added the ability to create new classes from the bulk transaction editor.
Bug Fixes
- Fixed a bug causing the Properties triggers and actions in Zapier not to work properly.
- Fixed a bug causing some uploaded receipts to show up blank.
- Fixed a bug causing some comment deep links not to work.
- Fixed a bug causing some users not to see their non-transaction question tags.
- Fixed a bug preventing some users from dragging and dropping an attachment onto a task.
- Fixed a bug causing some firms' saved task views not to filter properly.
- Fixed a bug causing the {Contact_First_Name} merge tag not to populate when notifying the client about new reports in the portal.
- Fixed a bug where editing a receipts rule would not show the update until you refreshed the page.
- Fixed a bug causing some inter-company transfer transactions to fail.
- Fixed a bug causing users to see February transactions in their January AP Aging report.
- Fixed a bug causing a customer with 0 spend to show up on the Top Customers by Spend report.
improved
Receipts
March 14, 2024
Receipts Improvements
- Added a Posted Transactions Table to allow users to see files they have posted to transactions from Keeper Receipts.
- Added the ability to rotate images.
- Added the ability to type in dates in MM/DD/YYYY format (or for Canadians, DD/MM/YYYY).
- Users can now do arithmetic in the cells in Receipts (e.g., 250/2 will resolve to 125).
- It's now easier to tab through the fields you need to fill out in a transaction.
- Keeper now shows check numbers in matched transactions.
- Users can now select two or more files to merge them together into a single transaction.
- Keeper now captures bill due dates.
- Added the ability to add an email address when creating a new vendor.
- Added the ability to post bills and expenses with negative line item amounts.
Other Improvements
- File Review reports now default to 100 transactions per page.
- Added an option to send a new magic link to a contact from Keeper.
Bug Fixes
- Fixed a bug causing Keeper to take a long time to open some file review reports.
- Fixed a bug preventing users from deleting sections in Templates 2.0.
- Fixed a bug causing errors when accessing comments on the Client List.
- Fixed a bug preventing some firms from starting the February 2024 close.
- Fixed a bug causing file names to revert to their original name when posting transactions from Receipts.
- Fixed a visual bug where the add footnotes icon on the Profit and Loss caused the variances to spill into the next column.
- Fixed a bug causing the merge tags to pull the wrong client name when drafting emails to contacts with multiple clients.
- Fixed a bug preventing some accounts from being linked in Intercompany Balances.
- Fixed a bug that hid some error messages in Keeper Receipts.
- Fixed a bug causing the percentage not to round to a whole number on some Metrics KPI Cards.
- Fixed a bug causing deleted tags to reappear in non-transaction questions.
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new
Workflow / Task Management
March 7, 2024
Templates 2.0 Beta
We just rolled out a major new upgrade to how Templates work in Keeper.
- You can now choose which sections show up in a template (so you can have a “payroll” template that only includes the payroll section).
- Project and Close templates have now been unified into Task Templates, so all templates live in one place.
- You can now apply templates by property (so you can apply your e-commerce templates to just your e-commerce clients).
- You can now add multiple templates at one time when adding new clients. You can also preview what your close page will look like before adding them.
- You can add preparer/reviewer/manager roles when adding a client.
- We added a “copy last used settings” option for quickly adding multiple clients with the same settings.
- We fixed the periodic saving errors you may have experienced while creating or editing templates.
Templates 2.0 is now in beta - you can join the beta here.
Receipts Improvements
- Added arrows in the top right-hand corner to let users go to the next / previous receipts.
- If the user modifies the tax or amount values, a label will show the original "per receipt" value.
Other Improvements
- Users can now add footnotes to their Management Reports from the Profit and Loss and Balance Sheet in the Final Review.
- Improved error messaging for authentication failures in the Client Portal.
- You can now immediately start typing your comment after clicking open a comment box.
Bug Fixes
- Fixed a bug preventing users from asking questions about some files in the Client Uploads Inbox.
- Fixed a bug that caused the "ready" count to show up incorrect on one client's transaction questions.
- Fixed a bug causing crashing when accessing the close page.
- Fixed a bug causing receipt notes to be hidden.
- Fixed a bug preventing users from moving some files.
- Fixed a bug causing some tasks to show up as due in 1924.
- Fixed a bug that caused some recurring questions not to post when they were scheduled.
- Fixed a bug preventing users from enabling the daily task digest email if they had disabled it.
- Fixed a bug preventing users from being created with non-US phone numbers.
- Fixed a bug causing errors when trying to delete non-closing task tags.
- Fixed a bug causing the reconnection modal to appear on some Xero clients that did not need to be reconnected.
new
Workflow / Task Management
Feb 29, 2024
Timestamped account balances
You can now add a timestamped balance column to display the balance of the account timestamped to when you completed the task.
This can help you identify accounts whose balances have changed since you reconciled them.
If the timestamped balance does not match the live book balance, that means something has changed in the account since you reconciled it, so you can click into the task to see the register and investigate.
Receipts Improvements
- Users can now edit a matched transaction suggestion before matching.
- Added the ability to move a file from the Client Uploads Inbox to the Transaction Files table if the scan failed to recognize the file as a transaction.
- Add an option to post a transaction and move to the next transaction.
- Multiple files can now be linked together to the same transaction.
- Clients can upload files to questions about receipts in the Client Portal.
Other Improvements
- Users can now upload their own management reports to the portal in place of Keeper's reports.
- Added a scroll bar to the bottom of the Client List page to make it easier for Windows users to scroll horizontally.
Bug Fixes
- Fixed a bug that caused the Intercom button not to show up on the Task List.
- Fixed a bug that caused the email editor to sometimes not show the practice email signature.
- Fixed a bug that caused descriptions added from uploads to the Client Portal not to show up on transaction files.
- Fixed a bug causing some Xero files not to display Net Income/Net Profit on Management Reports.
- Fixed a bug that prevented users from clicking a link in a PDF while on the files modal.
- Fixed a bug where clicking the download folder button in a file export email would not download the zip file.
- Fixed a bug preventing some users from responding to or reassigning transaction questions on Journal Entries.
- Fixed a bug where the email template preview would not show indents.
improved
Receipts
Feb 22, 2024
Receipts Improvements
- Added the ability to move files from Receipts to anywhere (e.g., to archive them by moving them to a custom folder).
- The Actions column is now pinned to the right on the Receipts table.
- Added an indicator on the Receipt Viewer to show if there are notes.
Bug Fixes
- Fixed a bug that prevented users from creating Metrics P&Ls filtered by Customer.
- Fixed a bug that prevented users from seeing the email a receipt was sent from.
- Fixed a bug preventing users from scrolling horizontally on the Client List.
- Fixed a bug preventing users from scrolling long non-transaction questions.
- Fixed a bug preventing standard users from adding tasks when task lock is enabled.
- Fixed a bug preventing the "Go to" button on comments from working for some comments.
- Fixed a bug preventing some firms from changing their branding colors.
- Fixed a bug that hid tracking categories for Xero clients in the Transaction Questions report.
improved
Feb 15, 2024
Resizable columns on the Client List
Property columns on the client list are now resizable!
Receipts Improvements
- The Keeper Receipts beta is now open to anyone who requests access.
Other Improvements
- Users can now add descriptions to account reconciliation tasks.
- Added a button to add all balance sheet accounts to the account reconciliation section.
- Added an option to add footnotes to your Financial Statements from the Account Reconciliation section.
- Added a button to reorder account reconciliation tasks to match the order on the balance sheet.
Bug Fixes
- Fixed a bug causing some recurring non-closing tasks not to recur on completion.
- Fixed a bug causing crashing on the Close Page for some practices.
- Fixed a bug where deleting a section would not delete the tasks contained within it, making it impossible to reach 100% close progress.
- Fixed a bug where the preview in the email template editor would show non-whitelabeled URLs.
- Fixed a bug preventing users from editing transaction line item amounts.
- Fixed a bug preventing users from deleting some non-closing task tags.
- Fixed a bug preventing causing the default Key Metric (Cash on hand) on the Management Report to be $0.
- Fixed a bug causing Keeper to show archived accounts as options in Xero.
- Fixed a bug causing the Task List not to load for some users.
- Fixed a bug causing the "Exclude" column on transactions in the Prepare 1099s report to show up too narrow.
- Fixed a bug preventing users from setting closes to be due after the 29th of the month.
- Fixed a bug where the Client Uploads descriptions column would show as blank when performing certain actions.
- Fixed a bug where Keeper suggested the wrong expense account for Canadian files.
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