Feature Requests

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

I would love to be able to have Keeper run both cash and accrual reports for clients... I have some that are cash basis for tax filing so I run cash basis financials, but it is also definitely beneficial to see and review the accrual financials each month with them so they can see their actual invoiced sales and A/R. I currently run both cash and accrual reports and would love it if Keeper could do this as well! :)

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

Ability to either change font size and type on Disclaimer or adjust Cover Page to automatically keep everything on one page. When it prints the Cover Page is two pages because the disclaimer.

I would love to be able to add files the clients closing package-either QBO or not. But specifically, I would also like to be able to create a reporting package for my xero clients-at a minimum a place to type in a summary and attach some files.

Be able to create a P&L with a Timeframe by YTD

Only .pdf files are supported right now.

Would like to have this third report available for my Xero clients. Currently not available.

Comparitive YTD P&L by Month with prior year month next to current year....columns would be Jan 24, Jan 23, &or%change, Feb 24, Feb 23, change, etc.

Currently only an option from QBO clients.