Misc.
Catch up with Keeper Webinars
12min
Heads up! Keeper Docs is now deprecated. Please visit the new Catch up with Keeper page at our new Help Center.
On the last Tuesday of every month, Keeper does a monthly webinar to recap all of the latest product updates and to share best practices from the community.
To subscribe to these webinars, click here: Catch up with Keeper.
See below for past webinars:
- App showcase: Jelena Arkula on pro tips and hidden features.
- App showcase: Jodie Strong on workflow.
May 2022
- Close Due Dates
- Close Status Automations
- "Any Answered" Client List filter
- Deleting Closes
- Preperarer / 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
- More Close Status Automations
- Xero Beta
Updated 03 Mar 2023
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