Feature Requests

I have several clients that use a class hierarchy - "parent" classes and "sub" classes. I want to have more flexibility in how I present the P&L by class. I want to be able to show just the total parent classes with subs rolled up. I'd also like to be able to show one P&L each for each parent class with the detailed subs. I also want to be able to show several different types of P&Ls in the report, and I'm currently limited to 3 I believe.

I'm not sure if something like this already exists, and if so, sorry for not seeing that! I'd like to add merge tags for specific client financial numbers to add to their content page in the Management Reports, such as Net Income, Total Cash, Revenue, etc. On the Management Reports, I have a content page called "Summary & Overview". I guess it's kind of like an Executive Summary, so it could be done on that page as well. I have a rough template that I include when I send it to the client, giving some overview. For example, you could say something along the lines of, "Your revenue last month was ($$), your gross profit was ($$), your net income was ($$). I have certain things I like to add depending on the client. Another example could be "Your ending cash balance was $$, which was $$ up/down from the start of the month. Here are some notes on your cash." My idea was to add custom Merge Tags which would pull in certain properties automatically. Such as Net Income, Total Cash, Revenue, etc. That way, when writing the template each month I can still customize it, but wouldn't accidentally skip something and leave in an old number. It would also make the whole process a lot easier! Lol.

It would be nice to see a full audit trail of what team members do within Keeper and if it is system generated (by an integration for instance). After all we are accountants and everything should be able to be audited!

Ability to extract a complete audit log on all the transactions that were changed or edited by employees of the firm for all the relevant clients. Tracking this information will allow a better management of remote employees and track their productivity and workload a lot more accurately.

The P&L formatting does not allow us to adjust font size or column width to make the pdf version more organized

The ability to add QBO Custom reports to the Financial Package.

Need to add Interactive Financials to Reporting for Xero clients. This is available for QBO, and a much needed feature to roll out quickly for Xero clients (both advisors and clients themselves)

Likes to provide client with list of expenses by vendor.

I find that if I add more info to a report (like profit & loss), which makes the text size smaller so it all fit, if I remove info (for example show less months), the text size doesn't increase. It makes it super hard to read in tiny text when there is room for larger text. Is there a way for me to fix this?