improved
Client Portal
April 25, 2024
Client Portal Login Announcement
You can now add a custom announcement for your clients on their portal login screen.
Receipts Improvements
- Users will now see a preview of the e-mail subject and/or client's notes in the Uploads inbox.
Other Improvements
- Users can now create intercompany transfers between Xero entities.
- Files will now automatically be deselected after moving them within Keeper.
Bug Fixes
- Fixed a bug where the client portal login page froze after entering 2FA codes.
- Fixed a bug where users received an error message when adding a customer or project to deposits.
- Fixed a bug causing comments to show up chronologically in the comments inbox.
- Fixed a bug preventing some users from generating a balance sheet in the Reporting module.
- Fixed a bug where client details added via the Chrome extension synced to Keeper but not to QBO.
- Fixed a bug causing all client contacts to show up in a user's Message Client interface instead of filtering for the specific client's contacts.
- Fixed a bug causing some users' profile pictures to occasionally revert back to a colored circle.
- Fixed a bug causing some standard users' task lists to populate with client tasks assigned to other users.
- Fixed a bug causing some file names to revert back to their original file names after being edited in the Upload inbox.
- Fixed a bug preventing some users' custom branding from reflecting on the client login plate.
- Fixed a bug preventing some users from assigning client questions despite having assignable questions enabled.
- Fixed a bug causing some files to be hidden in the client portal even when marked as visible.
- Fixed a bug causing account numbers to show as disabled in client settings even when enabled in practice settings.