Feature Requests

We would love to get notifications as admins of we are over our budgeted hours in the capacity planning report.

I would love to see an update where I can save custom views in the Timers -> Client Reporting section. A little inside baseball for context: I've recently implemented new procedures to bill extra fees (on top of monthly flat rate) for clients who have failed to provide material/answers for an extended period of time. These clients are placed in Cleanup Status again, and I track this with a Property in Keeper settings. And when my clients finally get me the information, I run my timer as Billable. So, when I run the Client Reporting Timer for the month, I'd like to set my filters (Last Month, Billable, Cleanup status [property]), then be able to save that view for use in the future without having to manually set filters every time. My example is given, but there are many possibilities of filters that Keeper users would want to set. And I can imagine there would be similar benefit across the other reporting tabs, too: Employee Reporting, Capacity Planning.

The ability to delete workstreams no longer needed

Please add a column for time in minutes, not just decimals. I've been using a third-party website to convert decimals to minutes to submit payroll hours in Gusto. (Gusto requires the time be entered in minutes - not decimals)

Within the 'Timers' section adding the ability to search on a [blank] value within the Client column, which will allow the filtering of internal firm timers with various Workstreams. Plan B - include an option to include the Firm name when timing firm tasks, so the firm can be filtered. Thank you!

Allow custom date range options for capacity planning reporting similar to the date ranges for employee/client reporting.

It would be great to be able to see if we are profitable on ALL services when using Keeper's time tracker rather than just the client overall. For example, I may have a client that we provide bookkeeping and accounts receivable services. Let's say their monthly retainer is $650 per month. Bookkeeping would be $400 per month and AR would be $250 per month. In this case, bookkeeping would have 3.2 hours budgets and AR would have 2 hours budgeted for a total of 5.2. Let's say we ended up with bookkeeping at 2.8 hours and AR at 2.4 hours. That is still 5.2 hours but AR is really what isn't profitable and needs to be raised rather than bookkeeping.

Time budgets at the workstream (task/project) level