May 23, 2024

Polishing Rough Edges

Users can now view "Due Later" tasks in addition to "Due Soon" tasks while on the client list dashboard.
Users can now view current month-to-date hours worked in the Capacity Planning reports. These hours can be viewed alongside historical, average, and budgeted hours for comparison.
Users can now filter by employee and remove inactive employees from Capacity Planning reports.
The comments notifications inbox in the top right of the screen has been reconfigured to show unread comments by default, allowing users to more intuitively manage their comments requiring action.

Other Improvements

We set the stage for our e-mail service upgrade coming this summer. Users may soon see an in-app notification prompting reauthentication of practice e-mails. This is important to complete so e-mail service is not interrupted during the transition. This upgrade will improve e-mail performance and allow for future exciting functionality like the ability to read e-mails within Keeper. Stay tuned for more updates!
We removed the ability to delete firm-wide properties from within a client's Info section, reducing the potential for accidental deletions.

Bug Fixes

Fixed a bug where account reconciliation status fields were not populating for a specific client.
Fixed a bug where client information was incorrectly stored in the timer when users toggled to firm work from client work.
Improved the UX for receipt questions posted to bills by correcting the notification and ensuring the question thread remains attached to the posted transaction.
Fixed a bug preventing some users from receiving comment notification emails.
Fixed a bug allowing standard users to bulk delete tasks on the task list even when task lock was enabled.
Fixed a bug causing two timer modals to appear on the client list.
Fixed a bug where clicking the close switcher dropdown caused colors on the account reconciliation tasks to stop showing for some users.
Fixed a bug causing an error when some users logged into the Chrome extension.
Fixed a bug causing the PDF view on iPad Safari to be too narrow.
Fixed a bug preventing the file preview in the client portal from printing the file.
Fixed a bug causing outbound email subjects and bodies to be blank when attempting to attach very large files.
Fixed a bug where switching a QBO client from profit to non-profit status could cause duplicated questions and prevent proper transaction changes.