Link to QBO source transaction without having to switch clients
Clicking the date on a transaction in Keeper will now take you directly to the source transaction in Quickbooks Online, automatically switching to the correct client if needed.
Other Improvements
- The text editor for Notes in Client Info got an upgrade, giving you more options for formatting and a more modern feel.
- You can now view 50 client questions by default in the client portal, making it easier to scan and reorder questions by priority.
Bug Fixes
- Fixed a bug where email blasts could not send templates with images.
- Fixed a bug where email history showed emails sent to other clients.
- Fixed a bug causing a 500 error when trying to delete a contact.
- Fixed a bug where emails to all clients appeared in every client’s email history.
- Fixed a bug where users were unable to email a client contact.
- Fixed a bug where duplicate line spacing occurred when sending email blasts.
- Fixed a bug where the Prepare 1099s report did not load for specific clients.
- Fixed a bug where the Vendor Request quick view on the Client List did not allow copying vendor files.
- Fixed a bug where toggling between Time Tracking settings and Reporting caused crashing.
- Fixed a bug where reactivated clients displayed a “You cannot send emails to archived clients” message, greying out the Send button.
- Fixed a bug where selected accounts disappeared after choosing them from the dropdown in Custom 1099.
- Fixed a bug where Export to Tax1099 generated a blank report.
- Fixed a bug causing a 500 error when selecting a user from the picker for client properties.
- Fixed a bug where the Uploaded Files count was incorrect on the Client List.
- Fixed a bug where the date range did not save in P&L by class.
- Fixed a bug where the “% of revenue” values were incorrect for custom P&L groups in Xero.
- Fixed a bug where $0 balance values displayed incorrectly on custom P&Ls in Xero.
- Fixed a bug where duplicate transaction questions appeared in Client Communication.
- Fixed a bug causing an “This journal entry is unbalanced” error message.
- Fixed a bug where users could not enter a date for Bill Payment receipts via keyboard.
- Fixed a bug where users were unable to connect Xero files.
- Fixed a bug where client information sometimes showed up blank.
- Fixed a bug where an error occurred when trying to update a vendor in the Duplicate Vendors report.
- Fixed a bug where deleted contacts appeared on the To line of email drafts.
- Fixed a bug where users were unable to create a draft email from the email templates page.
- Fixed a bug where the email blast preview did not update properly.
- Fixed a bug where the Preparer, Reviewer, and Manager dropdowns were not displaying at the proper width.