improved
fixed
Workflow / Task Management
Time Tracking
July 4, 2024
Compare Comments & Footnotes from Previous Closes
When completing Account Reconciliation tasks, users can now compare comments and footnotes from previous closes in a side-by-side view. This makes it easier to gain meaningful context from lessons learned in prior months and carry forward standard documentation from period to period.
Other Improvements
- Users can now filter for custom date ranges by start time in the All Timers time tracking report.
- Performance improvements for the task activity log.
Bug Fixes
- Fixed a bug causing very slow performance and significant lag on a specific client file.
- Fixed a bug where the "send magic link" feature sent emails from Keeper even while custom branding was enabled.
- Fixed a bug where the P&L report only pulled in transactions based on the invoice date instead of the transaction date.
- Fixed a bug where the capacity planning table did not take up the full width and table expansion caused misalignment.
- Fixed a bug where unread comments did not populate until the page was refreshed.
- Fixed a bug causing an error when opening a scanned receipt in Transaction Files.
- Fixed a bug where negative lines on invoices did not display as negative.
- Fixed a bug where files and folders at the same level in the client portal appeared misaligned.