Feature Requests

Requesting a column on the P&L that shows the row's average, next to the Total column.

I frequently want to go and review the notes the client sent with an uploaded file, but once I've posted the transaction, I can't see the notes anymore. Can we set it up so the notes automatically save with the file so they can be reviewed later?

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

When looking at 3 months of data, all columns can be clearly seen. When expanded to more than 6 months, with the first column unfrozen, scrolling to month's further to the right cuts off seeing the row heading/account.

When a client responds to an Uncategorized Transactions report, many times a Rule is needed to properly code future transactions. Can we get a way to either create a rule directly from the transaction in Keeper, or at least open a window in QBO to create a rule and prepopulate it with the information from the transaction?

Unbilled Charges Report in Transaction Review section so we can make sure transactions are missed in being billed to customers.

Won’t let me add description in the uncategorized transactions list. We use descriptions a lot (with doc’s comments/notes)

For prepaid expenses/deferred revenue, we review the future dated balance sheet to a super far period out to confirm the balance relieves to zero, to confirm our future-dated JEs relieve the amount hitting the balance sheet. Ideally could do this organized by vendor as a pivot-table similar to the P&L by vendor breakout. Alternatively, you could give us the ability to report the balance sheet in the future rather than only in the past.

I'd like a report to catch duplicate transactions. So if the same transaction happens the same day for the same amount and the same vendor, mark it for review.

Example: 10% and $0 (instead of the default 20% and $100) https://help.keeper.app/en/articles/6380937-file-reviews-closing-task-reports-faqs#h_6425c974e3