improved

fixed

Client Portal

Management Reporting

December 5, 2024

Bug Fixes & Performance Improvements
This week, we focused on fixing bugs in Keeper and making features more accessible and easier to use.
Other Improvements
  • Users can now cmd + click on a client’s name in the client list to navigate directly to their close page.
  • Reordered non-transaction questions so newest questions are automatically at the top of the list.
Bug Fixes
  • Fixed a bug where the second portal reminder kept disappearing.
  • Fixed a bug where Employee Cost/Mo was not calculating as expected.
  • Fixed a bug where vendors were not populating in the custom 1099 report.
  • Fixed a bug where the template preview when adding a client was not working.
  • Fixed a bug where formatting on Xero P&Ls in management reports appeared incorrectly.
  • Fixed a bug where Canadian files could not add a tax code in Receipt Transaction File review.
  • Fixed a bug where scheduled recurring questions did not go out on 11/14.
  • Fixed a bug causing an “Error getting practice task templates” message when selecting task templates.