Feature Requests

I'd LOVE it if Keeper had variable fields for recurring non-transaction fields. Example: for requesting bank statements, the variable could be "MONTH -1", so the recurring question would be: "Please upload the [MONTH -1] Chase bank statement". If the question was set to recur every month on the 1st, on March 1st Keeper would post a question saying "Please upload the February Chase bank statement".

My clients are not sure if their uploads are successful or not, which results in multiple uploads of the same document. They use the website and phone app. It would be great to have a "Success" or "Upload Complete" when the uploads are successful.

I will keep saying this to every 1099 app out there. You NEED to have a way to determine how old a 1099 is and if you need to get a new 1099. Every year you are supposed to request new 1099s because entities can change their structure, their address, their name, etc. So, could you please add an upload date/year to know if you need to request a new 1099.

I would love a report that would show Journal Entries that are missing an attachment (like the Bills without Attachments) but only for JE's which I can't seem to make work, nor re-name. Thank you!

I'd love the ability to click on a PDF in the new email inbox to open it without needing to download it right away.

For Internal Controls, I would love a way to view how quick the response time is for my team on questions from clients. Bonus points if I could have this be only based on work days (so if a question gets asked late friday, it doesn't show as a 3 day response time if it gets answered on monday). Clients often claim communication is one of their biggest needs, and if we have an efficient way to measure what matters, we'll be able to deliver timely results to our clients.

twice a month task be set to specific days of that month

It's not always easy to find documents in the files when processed through Keeper Receipts. Could the vendor be read and the Transactions folder will create a folder by vendor?

Often, we have clients who want to review the GL at month end to see if anything needs changing. They watn to review the P&L, see what makes up an account, and perhaps comment on reclasses needed. I'd love to be able to restrict a P&L review or GL review by user on the client side so only the restaurant manager can see the Restaurant class, and the Maintenance manager can see maintenance department, and the Lodging Director can only see lodgin, while the owner can see everything. Then, the clients should be able to comment on transaction suggesting what should be recoded or adjusted. Talk about a Game changer....

When skimming through the reports in the Final Review section (i.e. Profit and Loss or Balance Sheet), it would be nice if the resolved comments were another color, so I don't have to open it to see if it's resolved or not. This can be useful in other areas where comment icons appear, such as the Transaction Review, etc.