new
May 30, 2024
Community Templates
- Users can now share and source best practices within our incredibly knowledgeable Keeper community. Publish your favorite templates and browse the library for workflow templates to apply to your firm. Learn more here.
Receipts Improvements
- Users can now post receipts to customers in addition to vendors.
Other Improvements
- Cash basis reporting for Xero is now supported!
- Emoji reactions to comments are now visible from your comments list, making it easier to see reactions from team members and to add your own emoji reaction without needing to click into the comment thread.
Bug Fixes
- Fixed a bug causing some classes to be missing from the list of available classes.
- Fixed a bug allowing white text to appear on a white button background on the client portal login screen.
- Fixed a bug preventing recurring task due dates from being updated in templates.
- Fixed a bug causing a runtime error when toggling to a different client from the close screen.
- Fixed a bug where clicking on the Client Rates tab in Time Tracking settings resulted in an error message.
- Fixed a bug where the 1099 Needed status in the CSV export was incorrect.
- Fixed a bug causing uploaded receipts to show up as blank.
- Fixed a bug causing the button placement in the add timer modal to be misaligned and forcing the End time button down to a new line.
- Fixed a bug preventing 1099 export formatting from matching Tax1099 requirements.