improved

File Reviews

April 14, 2022

FastLoad Beta
  • We've been hard at work improving the long load times for your close pages.
  • We're excited to launch the beta for our faster file loading architecture. Depending on file size, the close page can load up to 80% faster.
  • While this setting is in beta, you can enable or disable it at any time from your client's file settings.
  • If you notice any weirdness while using the beta, please let us know via in-app chat support!
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Fixes and Improvements
  • Updated the Newly Added Vendors, Customers, and Accounts reports to show a list of new entities rather than a list of transactions associated with those entities.
  • Added a count of files related to vendors, transactions, or questions in various reports.
  • Added the ability to customize task statuses.
  • Added an option to check for expense inconsistencies based
    only
    on the payee
    or
    description, rather than on both at once.
  • If you go to a close from the Kanban view, going back to your Client List will keep you on the Kanban view.
  • Users can now add up to 4 Income Statements and 4 Balance Sheets to Management Reports (up from the previous limit of 2).
  • Added an option to hide client answers from email notifications.
  • Added a download button to the Questions from Client Report.
  • Fixed a bug causing some active timers to be duplicated.
  • Fixed a bug preventing Keeper users (not clients) from uploading multiple attachments to transaction questions.
  • Fixed a bug causing some comments to be automatically marked as archived.