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).
Created by Grace Lewis
July 8, 2024