Feature Requests

Doesn't seem to flag vendors that are truly duplicates. Best illustrated in this video here: https://www.loom.com/share/4ea637680784458da64aa8e1aca945ba

It would be helpful if I could see the "total tool side" from Jan-Dec by month.

Include Journal Entries in the Vendor totals for the Prepare 1099s report.

Example: Possible duplicate vendor, one has no activity, the other only one invoice from 2021. It’s not worth looking into now, but if new activity occurs, I need it flagged again. With the current parameters, I don’t know how little/aged the activity there is without opening Xero, searching for both contacts, and checking that way. An Approve button (instead of just Exclude) would let me acknowledge and monitor without losing visibility. A Latest Activity column as well as the ability to pull data from further then 12 months would also help filter out stale vendors.

I would like to be able to rename the month end financial packages after they are posted. I changed them from the default to Month_Year, and now I'm finding it groups them together by Month whereas I thought it would group it by timeframe and month posted.

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.

P&L has the range for months but would like the option to have it be calendar year to date.

When looking at 3 months of data, all columns can be clearly seen. When expanded to more than 6 months, with the first column unfrozen, scrolling to month's further to the right cuts off seeing the row heading/account.

I find that my year end closes can drag on longer sometimes even while I am still completing month end close for the same client. I would love a separate dashboard for year end close items that I can assign separate templates and tasks to that are specific to year end so that I can follow progress of year end close isolated from month end close.

The files in Keeper are really nice, but with clients that come in with pre-existing google drives with all their files, it would be nice to be able to connect a google drive directly to the files tab so it shows all the stuff in the drive folder directly in Keeper. I know you can put the drive link in the resource tab, but I'd like to be able to pull info from the Drive directly from Keeper.