18-24 months of transactions in each close / search
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Lauren Potter
I agree with others. It seems silly that there is an "all dates" period in addition to a "past 12 months" period if they both are the same time period. I also noticed that "all dates" is the default for some of the transaction review queries... maybe the default could be changed to "past 12 months" to ensure fast performance and then the user could choose "all dates" if we need to look into a prior period.
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Ingrid Heilke
It is a big deal for us - we often do multi-year clean-ups for incoming clients and I keep running into this constraint both in the close page as well as in the search page. I understand that for performance reasons you might want to constrain the default, but for us to be able to use Keeper for catch-up/clean-up work, we need to have the option to expand the time period. When I have asked the Keeper team about it I get a weird response. Please just mirror the QBO date options. They make sense.
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Ingrid Heilke
In addition, I'm closing out clients now for 2023 and find that I can't search January 2023 transactions, which is crazy-making.