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.