33min
Catch up with Keeper Webinars
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.
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See below for past webinars:
ο»ΏFebruary 2022ο»Ώ
- ο»ΏPrepare 1099sο»Ώ
- Updates to In-App Chat (Collaboration)ο»Ώ
ο»ΏMarch 2022ο»Ώ
- ο»ΏClose Statusesο»Ώ
- ο»ΏFinancial Reports in the Client Portal.
- App showcase: Jelena Arkula on pro tips and hidden features.
ο»ΏApril 2022ο»Ώ
- ο»ΏFilesο»Ώ
- ο»ΏPriority Tasksο»Ώ
- App showcase: Jodie Strong on workflow.
ο»ΏMay 2022ο»Ώ
- ο»ΏProject Templates improvements
- Close Due Dates
- Close Status Automations
ο»ΏJune 2022ο»Ώ
- "Any Answered" Client List filter
- Deleting Closes
- Preperarer / Reviewer roles in Templates
- Open Items in Chat
- ο»ΏClient Notes
ο»ΏJuly 2022ο»Ώ
- Cash Basis Reporting
- Merged Client Portal Counts
ο»ΏAugust 2022ο»Ώ
- Search in filters on tables
- Paste images from your clipboard
- Cash / Accrual Basis in the footer of Management Reports
ο»ΏSeptember 2022ο»Ώ
- More Close Status Automations
- Xero Beta
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Updated 03 Nov 2022
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