We've made a couple of improvements this past week:

Our retainers feature is now out of beta and is live to all accounts! With retainers, you can:

If a team member comments directly on a task, you can now click on the task name to open up its details directly from the Team Chat page:

This makes it easier to get extra details on a comment directly from within the team chat!

We've implemented a "copy" button on the to make it easier to grab the information you need with a single click:

No more having to click to highlight and then copy the text!

On the view, we've added:

That way, you can better fine-tune the tasks that appear on this page.

We've released one major feature this week: the Report!

The report supports reconciliation of received payments by showing you the client, invoice paid, payment amount, and more.

Additionally, you can filter the results by:

We look forward to your feedback on this new report!

We've made several updates this past week. These are:

We now have a on projects!

Under you can now see whenever your client viewed a list of sent client tasks or was sent a Reminder email. In a future release, we plan to add additional events to the log, so stay tuned!

We made two changes to the feature to increase the efficiency of creating accurate invoices:

We added the following columns to the export on the page to better support reconciliations of payments made through Financial Cents:

You can find these additional columns on the report generated via and clicking on the "Export" icon

We've released several new features this week:

We've built a Retainers feature that is now available as a . This means that the feature is available to users who request access and might have some bugs. If you'd like to join the closed beta and help us test out this feature, please reach out to our Support Team.

Invoices can now be marked as "Internal", meaning that they won't be sent to the client via an email nor available for viewing on the client portal, giving your firm more control over what clients can see and access.

You can now customize your proposals using the following tokens in the and sections of proposals:

If a client has multiple contacts on it, we utilize the address and phone number of the first default contact. If there is no default contact, then we instead use the address and phone number of the first signatory that has this information.

We now display the name of the user (be it client or team member) who marked a Client Task as "Done".

Client tasks that were marked as "Done" this release will not have the user information -- only client tasks marked as "Done" moving forward will.

We've released several enhancements this last week. These are:

You can now do the following with your tax codes:

On each contact of the page, your team now has the option to manage your client's phone number for SMS notifications.

The phone number placed here is the one that Financial Cents will use to send Two-Factor Authentication codes, reminders to complete tasks, invoice notifications, and proposal notifications (if the SMS Delivery Method option is selected). This gives your firm more control over the phone number used for client communication.

Now you can control if you'd like a confirmation email to be sent to your client contact whenever an invoice has been paid. Under toggle on or off these email notifications under .

If you modify a Service Item that is currently in use on a Proposal Template, you now have the option to push those changes to the template.

This helps keep your Proposal Templates up to date with any changes made to the corresponding Service Items.

This week, we've made the following improvements:

On both the and page, you can now exclude specific tags from your search results.

With the "Exclude" option, you can now remove projects or tasks from your view that are "Waiting on Client" or any other tag that you don't want to see, giving your firm more control over what appears on your pages.

We've made a couple of changes to make it easier to manage invoices set to auto charge. These are:

You now have the ability to create and use ✨✨ in your Financial Cents account. If a client overpaid for a service, requested a credit on their account, or you need to make any other adjustments to paid invoices, you now have additional flexibility to handle these situations via credit memos.

With credit memos, you can:

To start using credit memos, go to the section, scroll down towards the bottom, and click .

Once created, you can then apply towards existing or future invoices to reduce the amount owed by your client.

Read more about Credit Memos here!

We've made several updates this week:

You can now create, delete, and send proposals in bulk! To create many proposals at once, simply go to , select the list of clients, and click "Next".

This streamlines processes by allowing you to send the same proposal to many clients all at once with just a few clicks.

If you're not ready to send the proposals, you can instead create drafts for all the selected clients. Draft proposals can then either be sent or deleted in bulk:

When sending proposals in either bulk or one-by-one, you have an additional option to notify recipients via a text message.

Similar to invoices, selecting the SMS option will send a text to the selected client(s) with a link to the proposal in their portal.

If a client doesn't have a phone number on file, you can add it directly from within the proposal when one client is selected. If multiple clients have been selected, then we default to sending via an email if no phone number is present.

This makes it easy to notify your clients using the method that works best for them!

We have one, new filter on the Time Tracking reports called "Billing Status". This lets you view tracked time that has been invoiced or not.

Additionally, we added a column to the export for the Detailed Time Tracking Report called "Billed" so that you can do any additional filtering and/or analysis. This gives your team the information you need in order to make informed decisions.

We've released the following changes this week:

For payments that have been "Mark as Paid", you can now mark as "Cancelled". For example, if a client pays via check, and that check doesn't clear, your firm now has a way to notate that on the relevant invoice!

We record the person who cancelled the payment, the datetime at which they did so, as well as the reason given by the user (which can be seen by hovering over the label "Cancelled").

Cancelling the payment changes the status of the invoice itself to "Overdue" or "Outstanding", depending on the due date.

We've made two time tracking updates this week! In particular:

When sending an invoice to a client, you now have the additional option to notify them via a text message.

Selecting this option will send a text to the phone number tied to the selected client(s) with a link to the invoice in their portal.

This makes it easy to send invoices to your clients with their preferred method (email and/or text). Lastly, if the selected contact doesn't yet have a phone number on record, you can quickly add directly from the invoice.

We've made additional improvements to our email integration 🎉 In particular: