Feature Requests

Include Journal Entries in the Vendor totals for the Prepare 1099s report.

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

Be able to merge vendors in the Duplicate Vendor section. Right now you have option to inactivate.

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.

One report to show all unreconciled transactions in a client's file.

It would be really helpful to be able to pull a list of check number and have it highlight the check numbers that are out of sequence (where one or more is missing). That way we can verify that all the checks that have been written have also been recorded in QBO

A modified version of the Prepare 1099s report to support Worker's Compensation audits. Including the ability to modify the start and end dates for the report period.

Would it be possible to have it show at the top of a client page, or somewhere else convenient, what the current "Lock Date" is for QBO? That way we can quickly see if we can change transactions, or ensure that transactions aren't being made to closed periods?

A new report for a list of all outstanding checks - to ask clients for each of these and whether they should be written off, resent, etc..

I would love to be able to choose a year as the search dates. The past year function doesn't work for clients that have bookkeeping done once per year.