October 16, 2025

New Quick Add Menu for Faster Navigation

We've introduced a handy new Quick Add button at the top of the Close page to give you instant access to your most common client-related tools and transactions. Just click "Add" to reveal a curated set of actions:

Quickly log an internal task, upload a file, or jot down a client note.
Rapidly record any type of transactions like journal entries, expenses, bills, or invoices in Quickbooks.

Watch for additional Quick Add options as we further streamline Keeper's navigation and usability.

Note: Quick add transactions are currently only available for posting to Quickbooks.

Accruals Updates

Made improvements and added details to prepaids and fixed assets schedules for simpler month-end tie-outs.

Other Improvements

Added a "status changed date" for month-end closes and tax projects to help teams understand how long they have been in a given stage like "Waiting on client" or "In progress." This date is now also available in Firm Analytics.
You can now update the templated dollar threshold in the Transactions > $X report template for easier application to client close tasks.
You can now pull your client's numeric Keeper ID as an identifier in the client list dashboard.

Bug Fixes

Fixed a bug where email signatures displayed images as both attachments and icons.
Fixed a bug where the paperclip attachment icon was not visible for standard users.
Fixed a bug where dropdowns in the receipts and quick add menu were too narrow to use effectively.
Fixed a bug where the ending balance was incorrect for one-month accruals.
Fixed a bug where receipt scans and bulk deletes were timing out.
Fixed a bug preventing a contact from creating a “Question for Us” in the Client Portal.
Fixed a bug where a toast error notification was incorrectly displayed after creating a rule.
Fixed a bug where exclusions in the Expense Inconsistency report were not working as expected for Xero clients.