January 23, 2025

Xero P&L Grouping in Metrics

Custom P&L layouts for Xero clients are now reflected in Metrics! Create KPIs based on your custom P&L account groupings in Keeper and publish consistently insightful management reports directly to your clients' portals.

Other Improvements

Refreshed and streamlined navigation in the client portal mobile app.

Bug Fixes

Fixed a bug in the email draft editor where the email kept resetting.
Fixed a bug where email text was rendered off-screen.
Fixed a bug causing an error when connecting an email alias.
Fixed a bug where excluded accounts were still included in Prepare 1099s for Xero clients.
Fixed a bug where tax templates were not saving when toggling to the next template.
Fixed a bug displaying ‘Error loading bill payments’ when opening Prepare 1099s.
Fixed a bug where notification emails for comments on tax were blank.
Fixed a bug where Non-Transaction Question Tags did not display or populate in the quick view from /client-list.
Fixed a bug where numbered lists in client details added extra spaces between lines when saved.
Fixed a bug where users were unable to complete the login process in the Chrome extension.
Fixed a bug where client portal messages disappeared after posting a receipt.
Fixed a bug where the billable option did not appear on check-type transactions.
Fixed a bug where posting a Bill Payment as a check hid the reference number in QBO.
Fixed a bug where locations appeared multiple times in the same cell.
Fixed a bug where error messages were hidden underneath the Set Class modal.
Fixed a bug where long inbound question subjects were unreadable.
Fixed a bug where the client logo never rendered on the Reporting tab for any clients.
Fixed a bug where the closing task due date saved incorrectly (e.g., Jan 10th saved as Feb 10th).
Fixed a bug where metrics on the reporting page did not match visuals on the metrics page.
Fixed a bug in the email compose editor where pressing “Enter” did not create a new bullet or number.