This would be super helpful! I wound up making my own "dashboard" in ClickUp to remember where each client was in the process but being able to have this in Keeper would be SUPER helpful. I'd love to be able to look at the client list and see at a glance what clients are complete, what clients don't have anything to file, and where the others are in the process. Clicking into each client takes forever, especially if you're using Xero and a separate window has to launch each time you open the client close.

Bulk exclude from 1099 reports within the vendor/1099 section. It is super cumbersome when you have to exclude a ton of transactions just to get to one you're looking to have included in the 1099.

I’m not sure if I should make a separate canny but I figured I’d add to this one. A 1099 dashboard would be helpful. While I can save views etc it would be nice to see it pull in the total W-9s needed per customer, how many we have and how many are missing. How many emails we are missing etc. Maybe even make it a report that can be added to reports.

With these additional statuses, the ability to create/save views like the task list/client list.

Even if they added one more view to split it between "unknown" "yes" and "no" in the need 1099 field it would help a ton!

AND for these stages to be user defined by the Keeper admin.

I love this idea! Especially as they move through each stage, seeing where they are and what work I've done on my end would be super helpful!