Feature Requests

A modified version of the Prepare 1099s report to support Worker's Compensation audits. Including the ability to modify the start and end dates for the report period.

View all tasks on a calendar view

Sometimes we'll need to issue prelims to the client (or even finals) while there are still outstanding questions we have for the client in their portal. It would be great to have an "Outstanding Items" report that detailed all the unresolved items/question. This report would be part of the management report packet, and therefore would serve as all the Caveats of things that may still be subject to change in that financial packet.

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

When a client asks a question through the portal, add the ability turn this into a task.

I have a client that receive payment without invoice created. Sometimes it is due to using a 3rd party proposal software and they forgot to create an invoice or that it is a prepayment and it causes a negative AR balance for a particular client. Right now I am looking in QBO and try to flag those transactions in Keeper. It would be nice to have a report that pull out payments that are not applied to invoice and add those as transaction questions to inform client that they need to create invoices for those unapplied payments.

would love to have the ability to add the general ledger report to the financial package (even though I realize its not really needed since you can drill down in reports, but some clients still want to see it

It would be helpful to be able to drag a task from let's say custom to pre-closing instead of having to re-type the task again.

Allow Close Tasks like the Transaction Review to be set up to repeat weekly or quarterly.

Looks nicer to have the entire row highlighted in green when the close status is changed to "Done," even if not all of the tasks are technically marked done.