Add the P&L Drilldown report to the Client Portal. | Feature Requests

Add the P&L Drilldown report to the Client Portal.

planned

Eryn Smith

Looking for a way to either export an expense transaction list to the client or a way for them to review their P&L by vendor.

February 4, 2022

Ben Stein

Merged in a post:

Clickable reports

Kaela Coble

The reports are so much more valuable than the ones in QBO, but the advantage of reviewing in QBO is that you can click on the balance and see all the transactions that roll up into that balance.

January 25, 2023

Ben Stein

Kaela Coble are you referring to Keeper's P&L Review? we do allow you to drill down to the vendor, and then to the transaction level.

Kaela Coble

Ben Stein: I mean when you actually go to the reporting tab, so when you're reviewing it with a client you can drill down while still on the prettier report screen rather than in the close screen.

Ben Stein

Kaela Coble: Gotcha. what would you think about putting that report in the portal? Like this request: https://keeperapp.canny.io/feature-requests/p/add-the-pl-review-report-to-the-client-portal

Kaela Coble

Ben Stein: Yeah that sounds right!

Ben Stein

Kaela Coble: ok great, I'm merging these tickets then!

Ben Stein

marked this post as

planned

Ben Stein

Eryn Smith - did you mean like a way for your client to review the P&L the way you can in the Final Review?

Eryn Smith

Ben Stein: I think that would be great, if they could see the detail in the portal. I think you mentioned you guys were working on that. I use the "transaction list by date" for clients and sort that by split and name so they can see where everything went. But I haven't been doing that since using Keeper. So ideally, I don't want to go into QBO so pull another report, if it's possible to get it linked in Keeper. One of the biggest reasons for this is, even though we are making the decision to categorize a certain way, we want our clients to have an eye on the transactions so that they are ultimately responsible for their placement and can take ownership if there was ever an error, we would be able to say "you had access to your transactions".

Ben Stein

Eryn Smith: great! Yep we're working on adding this :)

Ben Stein

marked this post as

discussing with author

Sherri-Lee Mathers

Ben Stein: please do the same for the Balance Sheet - specifically assets. I have had to give one of my clients access to qbo so they can see the drill downs for assets, specifically by class