October 9, 2025

Bug Fixes & Performance Improvements

This week's update focused on performance improvements and polishing up existing features to make your Keeper experience even better.

Accruals Updates

You can now edit the duration of accruals after the initial posting.

Other Improvements

Added year-to-date timeframe as an option when pulling client financial metrics (revenue, gross profit, net income) into the client list.
Added column for "Reference" in Xero transaction tables.
Duplicate vendors/customers report updated to allow bulk selecting and excluding.
Added multi-currency support for transactions in Receipts.
Updated settings to allow firms to hide "Inbox" tab or bank feeds when not using these features.
Added drag and drop functionality to Firm Analytics within saved views.
Reset changes to Firm Analytics back to the saved view with a new reset button.
Added description of account type when hovering over account reconciliation tasks to quickly identify if the account is an asset, liability, income or other account type.
Increased number of rows exportable from timers tables.

Bug Fixes

Fixed a bug where the row highlight setting was not saving.
Fixed a bug where sending an email did not clear the email signature from the message body.
Fixed a bug where the journal entry matches did not show transaction information.
Fixed a bug where the task list failed to load.
Fixed a bug where emails were showing inconsistently in the Email History tab in the Portal.
Fixed a bug where alias emails were not being used to send emails despite - Fixed a bug where emails required the same address in from, to, cc, and bcc to appear in client activity.
Fixed a bug where the practice phone number receipt was not showing up in the Portal.
Fixed a bug where the timer total did not update correctly when filtering by dates.
Fixed a bug where filtering by a custom property on the Client List yielded no results.
Fixed a bug where formatting errors appeared in the new management report executive summary.
Fixed a bug where properties filters didn’t work in the Timers Table.
Fixed a bug where the “Reconnect account” notification appeared in the Client Portal even after all accounts were removed.
Fixed a bug where the “between” filter on close periods in Analytics did not work.
Fixed a bug where errors occurred while creating vendors in bank feeds.
Fixed a bug where having special characters in a username broke the comment-adding functionality.
Fixed a bug where the “Manager Access” button threw an error when adding a client.
Fixed a bug where published financial PDFs were not accessible in the - Fixed a bug where auto-complete was always enabled for tax projects, even when the toggle was turned off.