Upload our OWN reports to Financials section | Feature Requests

Upload our OWN reports to Financials section

partially complete

Elaine Sims

For unconnected clients, or clients not on higher service levels, allow for uploading of our own financial reports to the client portal so they show in the Financials section, rather than Files

October 5, 2023

Ben Stein

marked this post as

partially complete

This is live! https://help.keeper.app/en/articles/6173233-management-reports-client-financials#h_ea2a33d143

Note: this does not yet include the ability to upload custom reports to unconnected clients.

Margaret Bolden

Ben Stein Yay! Thank you! All my clients so far an non-profits that use Classes so I have to create reports that show that. I'll be happy to update them that they will now be able to see their custom reports more clearly in the client portal 😁

Ella LaChance

I would love a direct upload to client portal feature also, but there is a way to add your financials to the portal. If you add a task for adding the report each month and then add the report as an attachment to the task and check the add to portal box it will add it to the portal. But in general it would be nice to just have a button to click to add anything I want to their portal.

Lara Metzger

Yes please!

Rebecca Starks

Yes! Our clients get confused because they are searching the financials section for their customized in house reports, when they are in the Files section.

Kaela Coble

That would be very cool - I have additional advisory services with reports that aren't found in Keeper.

Conner Schryver

Yes this would be helpful for clients I have on higher service tiers as well as I’m producing forecasting reports through a different vendor.