improved
Workflow / Task Management
April 4, 2024
Preview CSV and Excel files
Users can now preview .csv, .xls, and .xlsx files in Keeper, making it that much easier to review any supporting schedules for your reconciliations!
Other Improvements
- Added the ability to reorder checklists in tasks.
- Clicking a link in a PDF will now open that link in a new tab.
Bug Fixes
- Fixed a bug preventing some users from selecting multiple clients when applying templates.
- Fixed a bug causing the email header for Client Upload notifications to show up very large on some mail clients.
- Fixed a bug causing the Client List search results to change after the user expanded the detail pane for a Client.
- Fixed a bug with the authentication flow for the Gmail add on.
- Fixed a bug causing due dates to default to 1970 in the Gmail add on.
- Fixed a bug preventing close status reasons from updating for some users.
- Fixed a bug causing the comments and footnotes buttons to get cut off in the P&L by Class report.
- Fixed a bug where completing a task moves the Close Status to null instead of In Progress for some firms.
- Fixed a bug causing some tasks not to show up in some saved views on the Task List.
- Fixed a bug preventing column order from saving in saved views on the Task List.
- Fixed a bug causing subfolders to disappear in files when the main folder is moved to another subfolder.
- Fixed a bug causing intermittent crashing for some users in the Prepare 1099s report.
- Fixed a bug causing occasional delays with scheduled email reminders.