Bug Fixes & Performance Improvements
This week, we focused on fixing bugs in Keeper and making features more accessible and easier to use.
Emails Improvements
- Users can now preview email attachments in-app without having to download the files.
- The option to connect multiple personal and practice emails is now live for all firms.
- Updated the experience of linking tasks to emails to make it more clear and user-friendly.
- Clicking on an inbox name in addition to the dropdown icon will now expand the inbox folder list.
Other Improvements
- The Receipts search bar will now return results including the client submission note, including email content.
- The preparer in a sign-off task will now receive an email notification when a sign-off is in their queue, even if they initiated the sign-off.
- Users can now multi-select workstreams, employees, and clients when filtering in Capacity Planning reports.
Bug Fixes
- Fixed a bug where the “Ask Client” popup was partially rendering offscreen.
- Fixed a bug where links in lists were lost when saving email templates.
- Fixed a bug where the enter key did not function properly for teammate selection in comments.
- Fixed a bug where posting receipt PDFs to QBO showed an “unsupported file type” error.
- Fixed login issues affecting multiple users.
- Fixed a bug where the “Mark Reviewed” button for Journal Entries appeared greyed out.
- Fixed a bug where users with disabled comment email notifications continued to receive them.
- Fixed a bug where Xero sync errors returned a “Xero error message: unauthorized.”
- Fixed an issue where users were prompted to log in from the task digest email despite already being logged in.
- Fixed a bug where clicking the “reauthenticate” button on the banner returned an error message.
- Fixed a bug where revoking personal email access caused the inbox tab and practice settings to remain greyed out.
- Fixed a bug where the email notification hyperlink for unconnected clients’ close status changes was broken.
- Fixed a bug where the Balance Sheet was not loading.
- Fixed a bug affecting filtering on the Capacity Planning page.
- Fixed a bug where the Key Accounts page appeared blank but still rendered in printed reports.
- Fixed a bug where links to comments did not navigate to the related comment.
- Fixed a bug where comments were not properly reflected in the Open/Unread filters.
- Fixed a bug where due date filtering did not work in the Task List view when moving or copying files.
- Fixed a bug that caused an error when bulk assigning tasks.
- Fixed an issue preventing a user from logging in through SSO.