November 17, 2022

Vendor Requests

The 1099 deadline is just 75 days away 😱

Good thing Keeper's Vendor Requests feature just launched! Now you can request W9s directly from your clients' vendors - and they can eSign a W9 right from the request.

Moving Tasks

You can now move closing tasks between sections.

And speaking of moving tasks between sections, the Transactions without Payees report is now in the Transaction Review section. Like... duh.

Fixes and Improvements

Fixed a bug expenses preventing certain transactions from appearing in the Expenses and Bills without Customers report in Canadian files.
Fixed a bug preventing non-QBO clients with no closing tasks from loading.
Fixed a bug preventing standard users from being @-tagged in comments in Firm Tasks.
Fixed a bug preventing non-transaction questions from being un-assigned.