May 8, 2025

New Report Filter - Flag Transactions Missing Attachments

You can now build custom file review reports that highlight whether or not a transaction has an attachment - perfect for catching missing documentation in your clients’ books.

Build a report like "Journal Entries Missing Attachments" to automate your QA process and to view or fix entries prior to final review.

Email Improvements

Users can now see if an email recipient has opened their email - this can be viewed from the Emails inbox list view and detailed view.
Added a full screen email list-only view.
Made tags visible from the email list view.

Other Improvements

Gave clients the ability to reassign questions to another contact from the mobile app.
Added uploaded on dates to files uploaded by clients to questions in the mobile app.
Added the ability to search and select tax rates in transactions by typing into a tax rate cell.
Updated the formatting of transaction questions in the mobile app to reflect foreign currencies for clients with multi-currency enabled.

Bug Fixes

Fixed a bug where transactions in the client portal mobile app for UK files were incorrectly showing in USD.
Fixed a bug where text overlapped in transaction files tables in a new Chrome version.
Improved the receipts line item table preview to make the category display clearer.
Fixed a bug where deleted classes were still showing up on the balance sheet.
Fixed a bug causing errors when trying to move, copy, or download a file.
Fixed a bug where email attachments in the Keeper Inbox were becoming corrupted.
Fixed a bug in the activity log where reassigned client portal questions incorrectly flipped newly assigned Contact and previously assigned Contact.
Fixed a bug in saved search reports where the related account type did not display correctly.
Fixed a bug where the transaction question file did not refresh after re-running the report.
Fixed a bug where month-end closes did not have due dates assigned.
Fixed a bug where recurring tasks stopped recurring as expected.
Fixed a bug where checkboxes were not working in reports.
Fixed a bug where task drafts did not appear when a task filter was applied.
Fixed a bug where bulk-adding new questions with different contacts updated the question content but not the associated contacts.