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.