Feature Requests

I like to pause without having to clock out & clock back in - this would be a nice feature!

Some bank allow them to import into QBO. I'd like to have them in Keeper

Instead of a close page based on month and quarterly - making it custom to a project like a clean up.

tl;dr Please give us the option to use the previous cover layout or choose between the new and old formats. The current cover feels unbalanced - the month/year is way too big, the client logo is too small, and even previously saved templates were updated to this new layout. More details: I started using Keeper in February 2022 and have always used the built-in report delivery option. The old cover design was clean, professional, and honestly one of the main reasons I've stayed with Keeper. It made me look good, and I've even had clients compliment me on how nice the reports looked, especially compared to what I used to send from QBO. But sometime after August 28, 2025 (the last report I printed), the cover format changed. Now the month and year are huge, the client logo is much smaller, and even the divider line under "Financial Report" is gone - which really helped to make the page look visually appealing. The new format feels off, unbalanced, and less polished. Could we please go back to the old version, or at least have the option to choose between the two? Even just a little more control over font sizes and logo placement/sizing would help a lot. I send reports to over a dozen clients every month. I could technically swap out the covers manually, but that would add at minimum an additional two hours of work to a process that used to take seconds.

I appreciate all of the efforts adjusting the formatting of the financial reports, and I know that you aren't going to please everyone. I do believe the better course of action would be to set up a system where we can have control over the formatting of the financial packages. For example: the new formatting - the client name is smaller than the name of the report, the logo looks like it's properly placed on screen and when you print to PDF all of a sudden there is this dead space. Then on one client I had everything on one page, the next client the Prepared by section came in on page 2 in the center of the page. There were other issues as well. All of this could be alleviated by allowing us to format to our preferences. PLEASE fix this.

I have a custom task list that includes all the GSTs our firm handles— over 70 each quarter. Because of the volume, it would be extremely helpful if we could add two things to this task list: The bookkeeper assigned to each client. The prior month’s close status for that client.

I sometimes am scrolling down to work on tasks n it would be easier to see more than just the checkbox if the completed tasks were a darker color.

In Bank Feeds, give the option to view all pending transactions in one list by date (like in QBO) instead of split into a bunch of categories: Matches, Rules, Auto-classifications (high confidence), etc.

Just like the QBO bank feed, please add the feature to allow "Add attachment" in the bank feeds window.