Create CSV Exports of 1099 List in Track1099 and Tax1099 Format
Make it so that we can easily export our list of 1099 info into the format that is needed to upload into Track1099 and Tax1099.
Automatically mark subtasks as complete
It would save time if all subtasks could be marked as complete when the parent task is marked complete.
Customize Portal Login Screen - Company Logo, color scheme, and Favicon
When our clients go to our company log in pages for their portals, they just see the Keeper Books logo. I'd love to be able to show my company name, logo, color scheme, and have the Favicon on the web page be our icon as well.
Profit & Loss by Month by Class
Would be great if we could have a filter to filter by class on the P&L by month report in the Review section so that when we are reviewing we can look at monthly P&L by specific class/department.
Ability to send Excel reports
I need to be able to send Excel month-end reports - currently, we have to do this outside of Keeper each month. Please make this feature!!!
Ability for document to roll forward with task
Would it be possible to have a document that rolls forward with the task? Items such as PDF amortization schedules that we have to continuously look at monthly to make sure they agree.
Ability to edit text formatting for comments
For example, have options for bold, italic, bullet points, etc.
Clients to comment while reviewing financials
I'd love the ability for my clients to review financials and comment in Keeper as doing so like they can with uncategorized. This would save so much time versus an xcel version.
Upload our OWN reports to Financials section
For unconnected clients, or clients not on higher service levels, allow for uploading of our own financial reports to the client portal so they show in the Financials section, rather than Files
Freeze top of screen inside client close
While working on a close, as I am working my way down, if I need to go back to add a non-transaction question, I need to scroll all the way back up. It would be nice if the top of the screen remained stationary - the part that has questions, client uploads, and vendor request. So that I don't lose my place while working down the close if I need to go in and add a non-transaction question or look at a vendor request.