June 13, 2024

Bug Fixes & Performance Improvements

This week, we focused on fixing bugs in Keeper and making features more accessible and easier to use.

Receipts Improvements

Client notes submitted with receipts are now visible even after the receipt file has been posted to a transaction.
Users can now view assignees for receipts questions in the Transaction Files table of Transaction Questions.

Other Improvements

Added Gross Profit to the available client financial values on the client list. Sign up for the Financials on the Client list beta here.
Comments are no longer auto-resolved when there is no user tagged in the comment.
Users can now easily see how many clients are represented in a filtered view on the client list. The Client column will now show filtered clients over total clients (ie. 20/35) when a filter is applied.
Users will now see an "info" icon next to the time-stamped balance in Account Reconciliations tasks if their balance has changed since reconciling. The icon was added to increase visibility of changes for low-resolution monitors where recognizing changes in color is difficult.
Certain columns were resized on the client list to better suit the columns' content.
Significant performance improvements were made to the client list, including improved sort and export functions.

Bug Fixes

Fixed a bug causing the gear icon to add non-transaction question tags to be missing.
Fixed a bug where the 'Go to Close' function broke when navigating from the task list.
Fixed a bug where templates did not transfer the assigned user when applied to a client.
Fixed a bug where the first result in the client switcher dropdown was not selected by default.
Fixed a bug where the 'Notes' column in Transaction Files showed as 'Yes' for emails even when it was empty.
Fixed a bug where scheduled send emails were not deleted when a client was deleted or archived.
Fixed a bug causing long load times for community templates.
Fixed a bug allowing users to copy folder structures to and from an archived client.
Fixed a bug where forwarded receipts were not landing in client uploads inbox.
Fixed a bug causing the scheduled send email feature to incorrectly update the date and time from 12 PM to 12 AM the next day.
Fixed a bug preventing the saving of some new users.
Fixed a bug causing an error when selecting "Open in new tab" for files.