Delinquent Books Report
complete
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Miles Kellum
We're looking to create a "delinquent books" report in Keeper, perhaps where any set of books that has not posted financials in greater than 2 months shows up.
We're wanting to develop a system where we can more easily identify seriously delinquent clients (such as ones that haven't completed a month in close in 4, 5, 6 months etc perhaps due to a breakdown in communication that needs manager attention).
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Ashliegh Evelyn
Jillian Plank Would love some details about what this new feature looks like. I quickly looked and it's not jumping out at me.
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Jillian Plank
Ashliegh Evelyn: Here is a quick explainer video - hope it helps! https://www.loom.com/share/5460d876f69e42c5a01e73adcdb89f1a?sid=a686d9da-1704-41af-b6c2-dcab80c854af
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Jillian Plank
complete
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Jillian Plank
under review