New Features
Up Next Filter – Workflow Visibility
Get more visibility by seeing who’s currently working on the client work from your workflow dashboard
Shahram Zarshenas
September 28, 2020
Accounting Blog
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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.
Shahram Zarshenas
September 21, 2020
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.
Shahram Zarshenas
September 8, 2020
New Features
Client Task Updates
“Remember me” functionality & the ability use spacing when chatting with clients
Shahram Zarshenas
August 19, 2020
New Features
New Features (8/10/20)
New styling options, user permissions, and project assignee methods
Shahram Zarshenas
August 10, 2020
New Features
Securely store client passwords in Financial Cents
Store all your client’s passwords and other sensitive information in one secure location.
Shahram Zarshenas
July 29, 2020
Uncategorized
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.
Shahram Zarshenas
July 29, 2020
New Features
Syncing QBO Service Items to Financial Cents
Now you can sync your Service Items from QBO to Financial Cents for invoicing and reporting purposes
Shahram Zarshenas
July 13, 2020
New Features
Track Billable Time in Financial Cents
Now you can easily track billable and non-billable time in Financial Cents.
Shahram Zarshenas
June 16, 2020
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