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New Features

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 and reassign the work to lighten their workload.

Capacity Management
New Features

Capacity Management Report

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

New Features

Client Task Updates

“Remember me” functionality & the ability use spacing when chatting with clients

New Features

New Features (8/10/20)

New styling options, user permissions, and project assignee methods


Custom Fields in the Client CRM

Create custom fields on your client’s profile page so you can see all of your important client info in one view.

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