July 6, 2023

New Report: Transactions Auto-Added by Bank Rule
Do you love bank feed rules but feel like enabling auto-add is a recipe for screwed up books?
Keeper has a report to help. Our new review report, Transactions Auto-Added by Bank Rule, allows you to see all your transactions that were auto-added by a bank feed rule as part of your month-end review.
We built this report to help you make sure your rules are functioning properly, so you can build the confidence to enable auto-add more broadly and automate more of your coding work.
Fixes and Improvements
Standard Users can now see Time Tracking reporting for their own timers.
Creating workstreams is now restricted to admins only.
Updated the order of the Client List columns so Properties display to the left of Close information.
Added the ability to Delete Profit and Loss and Balance sheet review tasks.
Add a Download as CSV button in Search All Transactions for Xero files.
Add column resizing to the some transaction tables that were missing it.
Fixed a bug where certain non-closing recurring tasks would skip a recurrence.