June 20, 2024

Bug Fixes & Performance Improvements

This week, we continued working on significant performance improvements and fixing bugs in Keeper.

Other Improvements

Users will now only see in-use tags in their non-closing tasks section headers, reducing visual clutter and making it easier to scan and filter by tag.
Column headers in Capacity Planning reports are now pinned at the top, making for better readability when scrolling through longer reports.
Users can now select Puerto Rico area codes for their practice phone numbers.

Bug Fixes

Fixed a bug where the country code of QBO clients was not being set properly upon addition.
Fixed a bug causing some non-transaction questions to be missing in Keeper.
Fixed a bug where vendor files were showing as visible when they were hidden in the portal.
Fixed a bug preventing receipts from uploading properly.
Fixed a bug where some questions were not loading on the close page for unconnected clients.
Fixed a bug where a transaction question answer was showing an uploaded file, though the file was not saving properly.
Fixed a bug where Executive Summary totals for a Xero file were incorrectly displaying as $0.
Fixed a bug where transactions with multiple lines were not pulling into the Expenses Without Customers Report.
Fixed a bug where P&L reports were cut off when downloaded to PDF.
Fixed a bug where month-end close due dates did not roll over properly for business days.
Fixed a bug where the Management Report for a CA file rounding showed CA$0.0 instead of a dash.
Fixed a bug where the email signature was included in the sent e-mail but was not shown in the Message Client screen.