Major
- Email History – see all emails sent to your clients through Keeper.
- Transaction Splitting – and add line items to expenses.
- Added the the ability to customize the color of the buttons in the Client Portal to match your brand colors.
Minor
Client List
- Added sticky headers to the Client List.
- Updated the style of the Client Portal column on the Client List to make it easier to read.
Client Portal / emails
- Amounts on transactions in the Client Portal will now be styled in red if they are money spent (like bills and expenses) and green if they are money received (like invoices and deposits).
- Added the client name to the instant notifications email.
- Added a merge tag for Client name to email templating.
Other
- Added validation logic to make it more difficult to accidentally delete sections.
- Updated the email authentication process for whitelabeling.
Bug Fixes
- Fixed a bug preventing bulk editing of deposit payees.
- Fixed a bug preventing account editing on bills that have already been paid.
- Fixed a bug affecting deliverability of the Client Questions Daily Digest email.
- Fixed a bug where search did not work on the Client List if you searched twice.