Entity Review Reports

heads up ! keeper docs is now deprecated, and this page is not maintained please visit keeper's help center at help keeper app for the latest docs and guides transactions without payees this report will show you all transactions without payees you can add payees to them individually or bulk add you can also create vendors here newly added vendors this report will show all transactions coded to vendors that have been added in the current period this report shows all vendors added in the relevant period, even if they don't relate to the current month's transactions as a result, if you are working on your may close, you may see some vendors here that correspond to april coding data this happens because some part of your april coding work happens in may, so the newly added vendors report will pick up any new vendors added from that coding to make sure you get a full list of all new vendors, we also show all vendors that correspond to the may transactions newly added customers this report will show all transactions coded to customers that have been added in the current period duplicate vendors this report will show you a list of vendors with similar names that might be duplicates if there are any duplicates, you can bulk re assign the vendor and deactivate the other vendor directly within this report duplicate customers just like the duplicate vendors report, this report will show you a list of customers with similar names that might be duplicates