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New Features

New Features (2/24/21)

New Features (2/24/21)

We release two new features this week!

  • The ability to track time on a task
  • The ability to export your task view into a CSV

Tracking Time on Tasks Within A Project

Now you can track time on individual tasks within a project to have more detailed reporting & invoices. This allows you to get a better idea of where your firm is spending its time and more easily identify why work may be over budget.

When starting a timer you will now have the option to select a task within the project you are tracking time on.

New Features (2/24/21) 1

After you log the time entry you will also see the task name within the time tracking reports. This will make it easier to see where your firm is spending its time.

New Features (2/24/21) 2

Task View Export

Now you can easily export your task view into a CSV file and convert it to excel to manipulate the data. You can find the export button on the top right-hand side of the task view.

New Features (2/24/21) 3

By Shahram Zarshenas

Laying the foundation to scale your firm is tough. You have to document your workflows, establish collaboration channels for your team, and implement the right tech to overcome the challenges you will face as you.

Shahram Zarshenas has helped thousands of accounting firms overcome these challenges. He is the CEO of Financial Cents, an easy-to-use practice management software built to help accounting firms track the status of client work, collaborate with their team, and get work done.