Feature Requests

My firm uses the Duplicate Vendor and Duplicate Customer reports often, and they work well. What would be even better (especially for clean-up clients) is a Duplicate Accounts report. So many companies have multiple accounts with similar names.

We need a way to deactivate old vendors who have not been used in a long time. Keeper can already identify vendors/customers with no transactions; it does this in the Duplicate Vendors/Customers Reports. Being able to disable all unused vendors/customers would be a significant help. It can also pull up all transactions for a specific Vendor/Customer, so it should be able to identify Vendors/Customers that have not had a transaction in the past 'X' years and disable them as well. It would be another selling point for maintaining clients' QuickBooks, which they would find 'awesome' and would require very little time on our part.

I would like to have it more in stages. Like "Research" "Awaiting Info" "Not Required" "Ready to File" and "Filed" Rather than a couple buttons to click. It would make it easier for me to know where each one is at. Right now it's "Incomplete" "completed" and "All" so just would like to be able to break it down further. It would speed up my time (make this more disability accessible). Thanks!

I find that my year end closes can drag on longer sometimes even while I am still completing month end close for the same client. I would love a separate dashboard for year end close items that I can assign separate templates and tasks to that are specific to year end so that I can follow progress of year end close isolated from month end close.

It's quite inconvenient for the users since we have a lot of sub folders and files.

It would be helpful if I could see the "total tool side" from Jan-Dec by month.

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

Profit and Loss by Customer in Reports so month end reporting is complete for those using projects feature.

Would love the option to collapse subcategories, do budget vs actual by class, and have any year end projections as well.

Since Quickbooks Tags have been discontinued (which were never integrated into Keeper due to the API), can Keeper implement tracking/reporting features that utilize the Custom Fields in Quickbooks? For example, it would be great to create search logic for "all transactions where Custom Field is X", or "all transactions where Custom Field is blank"... similar to the functionality we have for searching the Classes field.