Feature Requests

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

Example: month over month

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.

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..

Please add the possibility to download reports form Keeper to excel, csv, pdf. For example recently I needed expanded PL report to payee level in order to update internal reports efficiently and found out that loading feature is not applicable now.

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 have a client that receive payment without invoice created. Sometimes it is due to using a 3rd party proposal software and they forgot to create an invoice or that it is a prepayment and it causes a negative AR balance for a particular client. Right now I am looking in QBO and try to flag those transactions in Keeper. It would be nice to have a report that pull out payments that are not applied to invoice and add those as transaction questions to inform client that they need to create invoices for those unapplied payments.

I'd like to remove the "Customer/Project" field (i.e. to record that field as empty/blank) for some expenses that don't need a project assigned, but I've already assign one accidentally (or perhaps it sometimes appears by default). ie) assign it as "Blank" or "No Project" (or rather, toggle it to that, if I had previously assigned a project)

Giving a client a full listing of all the transactions that make up their Undeposited Funds (UF) on the balance sheet is already a complicated task (unless someone here knows a simple way). QBO doesn't allow you to recon UF in their recon tool. The Recon feature in Keeper doesn't really let us quickly identify the transactions that haven't cleared that make up this balance. I'm not sure what the solution is for keeper, but do you have any ideas on how your Recon Tool can work to allow us to quick identify all the outstanding transactions?

As we close 2022 (in 2023), it'd be nice to be able to publish a report for our client to review of all the 1099s we are going to issue, and allow them to drill down to see the transactions (much like we can). Some of my clients with multiple large private loans really want to make sure the interest payment totals are right and double check everything before it goes out the door.