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improved

Workflow / Task Management

June 29, 2023

Task Completion History
Hovering a task will now show who marked a task as completed, as well as the date on which it was completed.
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Tasks marked as completed prior to this release will read as "Task completed (Before June 29th, 2023)."
Fixes and Improvements
  • Added Tracking Categories to Saved Searches for Xero clients.
  • Added the user who modified a close status to close status update emails.
  • Made minor improvements to search in transaction tables.
  • Added the ability to remove a profile picture.
  • Added the ability to remove vendors from individual transactions.
  • Added a count of checklist items within a task.
  • Improved Keeper's performance for large Xero files.
  • Improved the UI for recurring non-closing tasks to be consistent with other tasks.
  • Updated the UI of the chat icons on tasks and transactions.
  • Fixed a bug causing authentication to fail when connecting Keeper to Zapier.
  • Fixed a bug that caused the date range labels for some management reports to show up incorrectly.
  • Fixed a bug that caused chat bubbles on transactions not to appear.
  • Fixed a bug that caused tasks in duplicated templates to show subtasks from other templates.
  • Fixed a bug that caused subtasks to overlap on the Profit and Loss and Balance Sheet reports.
  • Fixed a bug that caused the Transactions without Payees report to work incorrectly for some transactions in Xero.
  • Fixed a bug preventing Saved Search reports from being starred.
  • Fixed a bug that caused bulk recoding transactions in the Newly Added Vendors detail table to update in QuickBooks / Xero without updating Keeper's UI.
  • Fixed a bug preventing checklist counts from appearing on tasks after being created.
  • Fixed a bug that caused some tasks to be deleted if a section was reordered.
  • Fixed a bug that caused the Transactions without Class report to show Journal Entries where all lines had classes.
  • Fixed a bug that caused transaction category edits in Xero Clients not to show up in Keeper until the user refreshed the page.
  • Fixed a bug causing long URLs in subtasks not to wrap while in edit mode.