improved
Feb 15, 2024
Resizable columns on the Client List
Property columns on the client list are now resizable!
Receipts Improvements
- The Keeper Receipts beta is now open to anyone who requests access.
Other Improvements
- Users can now add descriptions to account reconciliation tasks.
- Added a button to add all balance sheet accounts to the account reconciliation section.
- Added an option to add footnotes to your Financial Statements from the Account Reconciliation section.
- Added a button to reorder account reconciliation tasks to match the order on the balance sheet.
Bug Fixes
- Fixed a bug causing some recurring non-closing tasks not to recur on completion.
- Fixed a bug causing crashing on the Close Page for some practices.
- Fixed a bug where deleting a section would not delete the tasks contained within it, making it impossible to reach 100% close progress.
- Fixed a bug where the preview in the email template editor would show non-whitelabeled URLs.
- Fixed a bug preventing users from editing transaction line item amounts.
- Fixed a bug preventing users from deleting some non-closing task tags.
- Fixed a bug preventing causing the default Key Metric (Cash on hand) on the Management Report to be $0.
- Fixed a bug causing Keeper to show archived accounts as options in Xero.
- Fixed a bug causing the Task List not to load for some users.
- Fixed a bug causing the "Exclude" column on transactions in the Prepare 1099s report to show up too narrow.
- Fixed a bug preventing users from setting closes to be due after the 29th of the month.
- Fixed a bug where the Client Uploads descriptions column would show as blank when performing certain actions.
- Fixed a bug where Keeper suggested the wrong expense account for Canadian files.