Splitting Receipts into Multiple PDFs
You can now split receipt files into multiple pdfs within Keeper Receipts. This comes in handy when a client sends you pages of receipt images in one file, or when you have a long invoice that needs to be matched to multiple transactions in the ledger.
Receipts Improvements
- You can now clear Customers, Classes & Locations from transactions in Keeper Receipts.
Other Improvements
- If a task was edited, users can now compare current and previous version details in the activity log for the task.
- Users can now view changes made to Client Resources in the activity log in Practice Settings.
- Users can now see if a team member edited a message in a client question thread, including who edited the message and when the change was made.
- Continued polish & design improvements to the upgraded client portal (currently in beta).
Bug Fixes
- Fixed a bug where standard users could edit task name and description with lock standard users enabled.
- Fixed a bug where the client portal upgrade did not stick to the practice.
- Investigated: Error message when applying template ‘Error applying task template.’
- Fixed a bug where financials were out of order in Client Portal 2.0.
- Fixed a bug where receipts defaulted to CAD when creating a new vendor, even if the client is USD.
- Fixed a bug where a Canadian file showed ‘Out of Scope’ and did not allow the user to update the tax field on a line item.