May 15, 2025

📝 Standardize Your Meetings with Note Templates

Tired of starting from scratch every time you prep for a client meeting? Now you don’t have to.

📋 Meeting Note Templates are here to help you:

• Standardize agendas and discussion topics

• Keep documentation consistent across your team

• Scale recurring meeting processes

Receipts Improvements

Files are now flagged as potential duplicates in Keeper Receipts when there’s a match on vendor and item number.

Other Improvements

Multiuser sign-offs are now available on custom tasks!
Metrics visualizations now have customizable date ranges including calendar YTD, fiscal YTD, last 12 months and 1 month.
Emails sent from the shared practice inbox now show the sender’s full name next to the practice name in the From line (internal visibility only - this is not visible to clients).
Removed timestamps from clients’ view of question threads; only the date is now shown.
Standard users can now view the Employees section of Capacity Planning, limited to their own timers (enabled in Practice settings -> Time tracking).
Added the ability to select and upload multiple files to a new non-transaction question.
Tasks assigned to deleted users now display the user with a greyed-out circle, and firms can filter by deleted users in the task assignee column.
Made fixes and updates to images and signatures in emails.

Bug Fixes

Fixed a bug causing an error when deleting client comments.
Fixed a bug where users were unable to comment on uncategorized transactions.
Fixed a bug where only the most recent close populated when starting timers.
Fixed a bug where exporting the task list failed if it included an apostrophe (’).
Fixed a bug preventing bulk upload of multiple images in the mobile app.
Fixed a bug where transactions in the client portal mobile app for UK files showed in USD.
Fixed a bug where invoice and bill payments were incorrectly included in the Tax Inconsistency Report.
Fixed a bug where Net Income did not populate in the Budget vs. Actuals report.
Fixed a bug where accessing Metrics and Reporting tabs for Xero clients triggered a “Something went wrong” error.
Fixed a bug where users were unable to add questions from the Chrome extension due to an inactive text box.
Fixed a bug to hide the “Ask a Question” button on mobile web.
Fixed a bug where the Practice Inbox was inaccessible despite showing as connected.
Fixed a data issue by deleting two inbound questions from a client.
Fixed a data copy issue where Kelvin A Simmons DDS PLLC did not transfer correctly.
Fixed a bug where uploading a file to a vendor request via a non-transaction question did not show the file in the thread.
Fixed a bug where admins received a permissions error when attempting to move files.
Fixed a bug causing an error when searching text to select a task status.
Fixed a bug where recurring task due dates defaulted to every 3 quarters, even when set to 1.
Fixed a bug where “Balance at EOM” displayed correctly until multi-user signoff, after which the previous month’s balance showed.
Fixed a bug where the attachment column cell was incorrectly disabled.
Fixed a bug causing a “Something went wrong” error when clicking into a signature template.
Fixed a bug where an invalid date appeared in the due date field of transaction files.