Feature Requests

Available in QBO, would like the same report available in Keeper.

Customize the text in the 'Info' column

option to remove 'Not Specified' column on the Statement of Financial Position report when there is no data in that column.

Please add the ability to sort the Profit and Loss reports in descending amounts. Only having the sort alphabetically leads clients to focus on smaller amounts instead of where their biggest spends are.

The ability to add QBO Custom reports to the Financial Package.

Would like to be able to report on the performance of multiple businesses within one consolidated management report.

Add merge tags in legal disclaimers for the management reports.

Need option to be able to decide whether a view is read-only or edit. Problem is that we have client engagement data stored as properties and in some views we have this displayed. It is too easy to accidentally check or uncheck a box. Keeper is the source of truth for this, so we can end up under- or over-serving a client just because of an accidental click.

Likes to provide client with list of expenses by vendor.

For construction/trade or Large Program/Project clients, it would be great to have the options for a Profitability by customer/project report in the management reports. Ultimately it would be ideal to see all the customers/projects for the period of the report on the Y Axis, and The X axis would have 4 columns (Revenue / COGS / Expense / Profit).