improved

File Reviews

Workflow / Task Management

Management Reporting

June 22, 2023

Non-Calendar Fiscal Years
Keeper now supports Non-calendar Fiscal Years.
This means you can now run Fiscal Year date range options for your File Reviews and Management Reporting, and your quarterly clients will now be prompted to start quarterly closes according to their fiscal, rather than calendar, year.
Make sure to sync your files from QuickBooks first!
Reorder, Show, and Hide Columns
Users can now reorder, show, and hide columns in Transaction Review reports.
Profile Pictures
Users can now upload profile pictures to identify themselves in tasks, chat, and preparer / reviewer roles.
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Fixes and Improvements
  • Updated the UI of the Close cell on the Client List.
  • Switched the modal prompting users to start a new close to a dismiss-able banner.
  • Added a way to restart the cache building process for Xero clients.
  • Fixed a bug causing deeply nested formulas in metrics to calculate incorrectly.
  • Fixed a bug causing the excluded list not to work for the Newly Added Accounts report.
  • Fixed a bug preventing long URLs from wrapping in subtasks.
  • Fixed a bug where switching close periods on the reporting page took users back to the close page.
  • Fixed a bug causing Unconnected Clients to be missing a "Start Latest Close" button.
  • Improved error messaging on in the sign up flow.