April 3, 2025

Multi-currency support is here (limited release)! 💱🌍

You can now work with any currency supported in your clients’ accounting ledgers. From management reports to client questions, every detail is shown in the correct currency for clearer communication and deeper transaction reviews. Whether you’re viewing exchange rates or selecting the correct currency when adding new vendors and customers, you’ll always have the full financial context.

This will be going live for all practices soon. Want early access? Opt in here.

Email Improvements

Thread details will now be collapsed in replies to improve readability, and you can still expand and view the full thread when needed.
Permissions for emails can now be assigned when adding a new user to Keeper, giving admins control over access to personal inboxes, the firm inbox, and client email history upon user creation.

Other Improvements

We introduced a more intuitive chat interface for reviewing client questions and responses within transaction review reports.
We expanded the date range filters available in the activity log.
The Prepare 1099s report now includes transactions from the current month.
You can now add contacts to a client's portal directly from the close page, even if they exist for another client.
You can now track inconsistencies in your VAT reporting through our new VAT Consistency Report.

Bug Fixes

Fixed a bug where the Journal Report was not pulling all transactions for a client and was failing silently.
Fixed a bug where a bill payment was missing in the Prepare 1099s report.
Fixed a bug where the Management Report graph displayed full-year values instead of prior year YTD values.
Fixed a bug where Keeper did not recognize HST/GST payable for a transaction.
Fixed a bug where the custom task box populated behind the previous dropdown.
Fixed a bug with the expense inconsistency exclusion list formatting, where the dropdown didn’t fit the modal properly.
Fixed a bug where users were unable to connect a Xero client.
Fixed a bug where Transaction Review tasks were showing in USD for a CAD file.
Fixed a bug that prevented receipts from being viewed in the portal.
Fixed a bug where a UI overlay hindered converting client uploads/files into tasks.
Fixed a bug where the CSV export for questions from a client showed an incorrect name.
Fixed a bug where attachments added to non-transaction questions were not visible in the Chrome extension.
Fixed a bug where a signature request with signing order appeared in the Client Portal before the client could sign.