Major
- Emailing Management Reports – you can now email your management reports directly through Keeper!
- You can now start the next month-end close before the first of the following month. Learn more here.
- Product Tours – get a refresher of what's on a page and how it works.
- Canada Support – we have now launched beta support for Canadian QuickBooks files! There are quite a few kinks to iron out here still, and we need better GST/HST support, but all core Keeper functionality is now live for Canadian files.
Minor
Workflow
- Added the ability to duplicate Close Templates.
File Review / Report UI
- Based on user feedback, Transaction Status is consistently one of the most confusing things about Keeper. Specifically, the fact that closing a transaction in one report closes it in all of them. To alleviate this, we added a badge of the number of open and closed transactions in every report.
- When transactions are bulk selected, we now display the count of all transactions in the table to make it easier to know whether all transactions are selected.
- Split Transactions without Class or Location into two reports: Transactions without Class, and Transactions without Location.
- Keeper will now auto-add the appropriate reports if you enable them for a client's file, rather than users needing to do this each time.
- Reverted some old, bad Statement of Cash Flows styling from the Final Review section.
Client Questions
- Added the ability to ask Template Questions from the bulk editor.
- Added a new Template question for transactions needing a receipt.
- Added a dismiss-able tag to the Transaction Questions popover to remind users that clients still need to be emailed once questions are added to their Client Portal.
- In the Client Emails section, we now clear the subject and body fields to prevent accidental double-sending of emails.
- Added the ability to ask non-transaction questions with attachments in a single step.