On the last Tuesday of every month, Keeper does a monthly webinar to recap all of the latest product updates and share the community's best practices.
To subscribe to these webinars, click here: Catch up with Keeper.
App showcase: Jelena Arkula on pro tips and hidden features.
"Any Answered" Client List filter
Preparer/Reviewer roles in Templates
Open Items in Chat
Cash Basis Reporting
Merged Client Portal Counts
Search in filters on tables
Paste images from your clipboard
Cash / Accrual Basis in the footer of Management Reports
App showcase: Tyler Otto on Metrics. Check out his YouTube here!
Close Page UX Improvements: easier switching between clients, Search All Transactions, and collapsing sections
Jodie Strong on Workflow
New Location for Client Questions
New Report Customization
Prepare 1099s Report Filtering Update
App showcase: Tyler Otto on Marketing your 1099 Services
Close Progress Bar
Click to open transactions in QBO / Xero
Streamlined Receipt Processing
Time Tracker Improvements
Pin Client Details to the Close Page
Client List UI Overhaul
Edit line items in Xero.
Journal Entries support in the P&L
Rebecca Driscoll of Conscious Accounting on her experience niching her firm.
Task List Updates.
Task Completion Dates.
Dynamic Task Reassignment.
App showcase: Jodie Strong on Templates, Saved Views, and Client Portal features.
Bulk start closes on the Client List.
Customize your Close Assignee role titles.
View published financials on the Client List.
Added Zapier triggers.
Time Tracking tables now show totals as you filter the table.
Xero files now load up to 6x faster.
Drag and drop files onto tasks.
Added bill line item exclusions in the Prepaer 1099s report.
Edit customer, class, and location for multi-line journal entries
App showcase: Tyler Otto on Metrics.
Updates to the Client Communications tiles.
View account reconciliation files on the Financial Statements.
Management Report templates improvements.
We reserved half of this update for a 1099s training. Click here to see a video that only shows that training (without the rest of the product updates / Q&A).
The P&L Detail Report option in Management Reports.
UI improvements on the close page.
We previewed our upcoming Receipt Management functionality.
Added a way for vendors without EINs to input a social security number (i.e. for schedule C filers with no EIN).
Melissa Honan from Bookkeeping for Painters joined us to share tips on how to increase your prices.
Expenses can now be marked as billable.
We released our Files 2.0 upgrade.
We released Keeper Receipts into beta.
Users can now access Custom Files from the Client List.
Users can now create non-closing task sections, and show/hide these sections.
In the Prepare 1099s report, users can now see full Tax ID numbers, add a 1099 Type, and export their report to Track1099 or Tax1099 import formats.
Added thumbnails to transaction attachments in the Client Portal.