Feature Requests

It would be nice to be able to change the order of the columns in the views.

twice a month task be set to specific days of that month

On the Tasks page, please make it possible to sort by any column. We are not able to sort by Workflow, Section or Status.

So this way i know I dont need to worry about certain accounts in account reconciliation

It would be great to be able to set relative dates for templates in Keeper. This would specifically be useful for Onboarding and Offboarding. For example, I do not want to set a date in my onboarding template because it all depends on when someone onboards. I would want the first tasks to start the day after the onboarding template is applied. Right now, I need to manually go in and set these.

When you check off a task, such as reconciling an account, it would be nice if a prompt came up asking if you want to check off that same task where it's still open in any previous months so you don't have to go back into each close individually.

It would be a lot less clicks if in the uploads inbox, we can attach one file to multiple tasks in a close by clicking all tasks we want to add them to and then link instead of having to go back, choose copy to, choose where, filter by task, etc.

Since you do OCR so well, can we get a pdf to csv converter. With banks having such issues connecting to QBO, then we could import or upload all transactions from keeper instead. Whether we do it from csv or pdf. Security is becoming such an issue too so many clients may like this while keeping our flow going. This is kind of a dual request.

There is the comments section for users to communicate with each other for each question. At times though, it is difficult to see who is handling a question, or a lower-level user will accidentally mark a question asked by an upper-level user as resolved when it shouldn't be. As such, we would like the ability to assign users to transaction and non-transaction questions similar to tasks.

Currently we can create task templates for recurring work that can be applied to various clients, but these tasks can only be applied to a client once and set to recur on a specific schedule. I would love to be able to set up and use task templates that only happen occasionally/randomly and when they are applied to a client they add a new task instead of overwriting old tasks from the same template. This would be helpful for things like managing random/ad-hoc, short-term projects like tax account registrations, employee onboarding/offboarding, off-cycle payrolls, etc. Bonus points if we could also control which task/work templates are accessible to non-admins. It would be great if my team members could create a new task from a limited set of templates when these random ad-hoc work requests pop up without them having access to the entire template library (and potentially accidentally applying the wrong one / messing up established recurring work settings) or having to ask me to do it for them.