Major
- Quarterly Clients – by popular demand from the Keeper Users Facebook Group, you can now mark clients as quarterly, which will only flag you to start a new close on the calendar quarters (EOM March / June / Sep / Dec).
- Peek & Pop – Clicking on any cell in the client list now shows you a list of all tasks in that section.
Minor
- Cleaned up the UI for the modal to access the Client Portal from Keeper. Also added hyperlinks to make it easier to click to the portal.
- Updated Client List filter functionality and organization.
- Added the ability to bulk assign non-closing tasks.
- Added a visual indicator of archived chats on tasks, transactions, and accounts.
- Slightly updated the styling of total rows (Gross Profit, Net Operating Income, Net Other Income, Net Income) on the Management Report.
- Updated copy on transaction questions from Ask client to Add to Client Portal.
- Added black as a default option to the branding color pickers.
Bug Fixes
- Fixed an issue where recurring tasks where not recreated when marked as completed from the status picker.
- Fixed an issue where deposits with multiple line items coded to the same expense account showed up twice in transaction breakout reports on the P&L.
- Fixed a bug where the Ask Client popover showed up too high on the P&L.
- Fixed a bug causing issues with leaving comments on transactions in the P&L.