January 4, 2024

1099 Types

It's that time of the year folks: 1099 season. Just in time, we added 1099 Types.

Now, if you mark a vendor as needing a 1099 in Keeper, you can now also indicate what type of 1099 they need!

Keeper Receipts Beta Improvements

Added the ability for users to see the content of the email that a document was attached to.
Added the ability to post Credit Card Credits and Vendor Credits.
Files can now be matched to bill payments.
The Client Uploads Inbox tile now shows the count of transaction files.

Other Improvements

Users can now resize columns in Payee/Entity Review reports.
Contacts can now see files that are attached to transactions and stored in QuickBooks in the portal.

Bug Fixes

Fixed a bug causing users to see a prompt to start the December 2023 close even if the close had already been started.
Fixed a bug that caused closes status reason updates to fail for some users.
Fixed a bug that prevented users from opening some files.
Fixed a bug causing W9 Request email templates to show up in the Client Email templates section.