Feature Requests

I have a couple of clients with dedicated accounting emails where receipts and bills are sent by vendors. I would love to be able to set up auto forwarding to the keeper receipts email, but gmail requires that I verify the receiving email. Unfortunately, when the email is received by keeper receipts it's just seeing a blank screen so I cannot verify. The ability to have those emails auto forward would save me soooo much time each week.

Add the ability to assign multiple users to Keeper tasks.

Fiscal Year File Flag: Would like to see a bright flag at the top of the close screen to work as a reminder if a client is on a non-calendar year. + Fiscal Year in the management reports.

Please add fields for classes and customers/projects

Freeze the client name column so it will remain on the screen when scrolling columns to the right.

Add support for Zapier.

Add date and time details of each QA in client portal.

I have a large client that I could see me saying goodbye to in the coming months as i urge them to bring on a full time person in house. I would like to be able to part amicably, and part of that would be including a list of all the tasks we do for them. If we could export the task list to excel, it would help us in those instances where we offboard a client.

I send questions to the office manager, but often they need to be assigned to the owner. I want HER to be able to reassign client transactions to the owner. As it is now, she tells us it is an owner question, and then we have to change it in Keeper.

I would love to be able to view the transactions within parent accounts from the P&L, not just the report of the same name.