easily selected Quarterly and Annual closes
J
John Jones
Keeper is obviously built on a monthly close schedule but we have plenty of clients that are quarterly and annually closes. Some of our clients we do not close at all but act more as as-needed reviewers. Currently using Keeper it feels like you have to work around this. I would love for it to be much easier to assign these different close timelines to clients, and to organize them easier by close period, without having to make custom dashboards to omit clients or include clients. Too much upkeep