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Financial Cents News

Insightful strategies and tactics to grow your firm.

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Article Financial Cents News
New Feature: Custom Fields in the Client CRM

We just released a new feature that lets you create custom fields on your client's profile page so you can see all of your important…

July 29, 2020
Article Financial Cents News
New Feature: Securely store client passwords in Financial Cents

Now you can store all your client’s passwords and other sensitive information in one secure location.

July 29, 2020
Article Financial Cents News
New Features (8/10/20)

We just released a few new features this week that were being requested by our users!

August 11, 2020
Article Financial Cents News
New Feature: Client Task Updates

Are your clients tired of entering the verification code to access their client task portal? Now they can select "Remember this computer for 30 days"…

August 19, 2020
Article Financial Cents News
New Feature: Capacity Management Report

We released two new reports this week to help you mange your team's capacity and track outstanding client requests.

September 8, 2020
Article Financial Cents News
New Feature: Capacity Management Report Updates

We just released a few new updates to our capacity management report in Financial Cents that will make it easier to identify overburdened staff members…

September 21, 2020
Article Accounting Workflow
Up Next Filter: Workflow Visibility

Get more visibility by seeing who's currently working on the client work from your workflow dashboard

September 28, 2020
Article Financial Cents News
New Features (11/26/20)

New UI, Extension Due Dates, Inactive Clients, Timestamps For Tasks

November 26, 2020
Article Financial Cents News
New Features (12/10/20)

In & Out Time, reminders for tasks, view closed projects in timelines

December 10, 2020
Article Financial Cents News
New Features (12/26/20)

New features include: Global Timer, Duplicate Tasks, Assign a project to a client group

December 27, 2020
Article Financial Cents News
New Features (1/4/21)

Manual time tracking & Show Who's Next Filter

January 3, 2021
Article Financial Cents News
New Features (1/12/21)

Assign hourly rate to staff, client tasks on templates, ability to remove tags from workflow view

January 13, 2021