improved
fixed
Workflow / Task Management
Collaboration / Commenting
Receipts
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.