Publish Custom PDFs to the Management Report
complete
B
Ben Stein
marked this post as
complete
We completed this in February but did not mark the Canny as complete:
Help Article: https://help.keeper.app/en/articles/6173233-management-reports-client-financials#h_ea2a33d143
Changelog: https://keeperapp.canny.io/changelog/feb-29-2024/
If you are looking for a way to insert a single custom report into the report pack (rather than publish a separate report), you can vote on that feature here: https://keeperapp.canny.io/feature-requests/p/upload-custom-reports-to-keeper
B
Ben Stein
marked this post as
under review