improved
Workflow / Task Management
April 27, 2023
Close Status Reasons
Close Status Reasons give you a new way to add more detail to your client's close.
For example, if you have a status called "Stuck", you can use Reasons to track what's causing delays in your close.
When that close is moved to Done, Keeper will also preserve the last Close Status Reason used, so you can track historical data on delays.
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Fixes and Improvements
- Fixed a bug with the Xero authentication flow.
- Fixed a bug that where Xero tax rates where not displayed on some transactions.
- Fixed a bug that prevented some fast file load caches from automatically refreshing.
- Fixed a bug that caused some close status email notifications not to be sent.
- Updated the styling of the header row in the Client List.