Feature Requests

Have the ability to create custom saved search reports within Templates (for example, Journal Entries missing attachments)

The ability to track invoices to clients, and automate reminders the payment is due.

When an email comes in from a client, many times, there is a checklist that needs to be followed to complete their ask. For example, if a client needs us to update the payment information for one of their vendors. I would like to be able to create a task for this email (which is already possible) and add a templated checklist to it so my team is sure not to miss a step.

I wish that I could filter by if I client has sent me a message or not

A client emailed and cc'd their team, I was able to reply all. An hour later when I wanted to update the entire team on my progress, reply all wasn't an option.

Hi, it would be nice to be able to see the cleared status in reports other then the bank reconciliation reports. I am needing to see what bill payments that a client has entered and not cleared. But I don't always know what bank account they are in, so I would like to be able to search the vendor name and see if that transaction had cleared or been reconciled

We would like to have a centralized location in Keeper (similar to the Comments button at top) where users can see all pending/"open" signatures requiring their review/sign-off when you are on the homepage/dashboard, in a client's task list or in the main top notifications page. Unless you click from the email the signer doesn't know which task(s) still require(s) their review and sign off. Would make managing/finding sign-offs easier.