Changelog
Follow up on the latest improvements and updates.
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We've released several enhancements this last week. These are:
- Tax Code Improvements
- Manage Client SMS Settings
- Option to Turn Off Payment Confirmation Emails
- Push Updates to Proposal Templates when Service Items are Modified
Tax Code Improvements
You can now do the following with your tax codes:
- Select a Default.By going toBilling > Settingsand scrolling down toInvoice Preferences, you can set a default tax code for all new invoices, reducing the number of clicks needed to properly account for taxes on new invoices.
- Edit Custom Tax Codes.Previously, once a tax code had been created, you were unable to edit it. Now, we allow for editing of tax codes that were created within Financial Cents. ❗Note:Tax codes imported from QuickBooks Online must still be edited from QuickBooks Online.
- Archive QuickBooks Online Tax Codes.You now have the ability to archive tax codes imported from QuickBooks Online within Financial Cents. This lets you clean up the available tax codes to be used for applying to invoices so that your team members don't accidentally select the wrong code.
Manage Client SMS Settings
On each contact of the
Client Details
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.
Option to Turn Off Payment Confirmation Emails
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
Billing > Settings > Notifications,
toggle on or off these email notifications under Payment confirmation email
.Ability to Update Proposal Templates when Service Items are Modified
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:
- Exclude option for tag filters
- Improved visibility on invoices set to auto charge
"Exclude" Option for Tag Filters
On both the
Workflow > Projects
and Workflow > Tasks
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
Workflow
pages.Improved Auto Charge Visibility
We've made a couple of changes to make it easier to manage invoices set to auto charge. These are:
- Missing Payment Method.If you've set an invoice to auto charge but the client is missing a payment method, we now display an icon on theInvoicespage so that you can quickly see invoices that need correction.

- Additional Filters.We also added two filters on theInvoicespage so that you can quickly locate invoices of interest. In particular, you can now filter by bothPayment MethodandCollectionto see if the client has a payment method on file and/or see if the invoice is set to auto charge or not, respectively.

You now have the ability to create and use ✨
credit memos
✨ 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:
- Create a credit on a client's account
- Apply that credit to existing or future invoices
- Choose to manually apply or auto apply the credit
To start using credit memos, go to the
Client Details > Billing
section, scroll down towards the bottom, and click Add credit memo
.
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:
- Bulk actions on proposals 🎉
- Additional option to send proposals via text
- Filter on the Time Tracking report for Invoiced vs. Not Invoiced
Bulk Actions on Proposals
You can now create, delete, and send proposals in bulk! To create many proposals at once, simply go to
Create > Proposals
, 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:

Send Proposals via Text
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!
Billing Status Time Tracking Reports Filter
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:
- Cancel payments that have been manually marked as "Paid"
- Mark certain fields in the Timer as "Required"
- Create manual time entries while alsostill recording time
- Send SMS notifications when sending clients an invoice
💰Cancel Manual Payments
For payments that have
manually
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.
🕑Time Tracking Updates
We've made two time tracking updates this week! In particular:
- Create manual Time Entries while the Timer is Running.Now you can create manual time entries while the timer is actively running, meaning that you can do things like accurately track admin time spent on entering in your time.
- Required Time Entry Fields.UnderSettings > Company, control which fields MUST be filled out before a timer can start or a time entry can be entered. This helps reduces the number of time entry errors by requiring your team to fill out all needed information.

💬 SMS Option for Invoice Notifications
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.
improved
Email Integration Improvements
We've made additional improvements to our email integration 🎉 In particular:
- Improved Load Times. We've tweaked some things "under the hood" to greatly reduce the load time of the Inbox page and any search results. Now, clicking to view your Inbox or searching should quickly load.
- Folder Support (Outlook). Previously, Outlook integrations could only load emails directly from the "Inbox" folder in Outlook. Now, we're able to loadallemails, regardless of which folder they have been stored in.
- Improved Search.Searching now looks throughallof your emails, regardless of which folder or tab they are in. Additionally, searching looks through the subject line, senders, recipients, and body text so that you can more easily locate specific messages. Lastly, if we perform a search and cannot find an exact result, our search feature will look again and return results that are close. In other words, if you typed to search "Erric" but meant to put "Eric", our search feature will help you out!
We've made several improvements in this past week:
- Ability to show previews of chat messages in email notifications
- Increasing the speed of our email integration,
- Adjustments to proposals based on your feedback,
- Improved import of Tax Codes and Service Items experience for QuickBooks Online users,
- And increasing the usability of our Team and Client Task sections.
Show Chat Message Previews in Email Notifications
We now have a setting that, when enabled, allows for previews of chats to display in the corresponding email notification so that you and your clients can quickly decide if you need to action on a chat now vs. later. This setting can be found under
Automations & Settings
on the Settings > Company
page. 
Note:
Enabling this setting will show chat previews for both you AND your client. For example, the below email message is similar to what your client will see:
Whereas the message below is similar to what your internal users will see:

Increased Email Sync Speed for Outlook Integrations
We've tinkered with the "under the hood" components of our email integration. You should now see improved load times of new emails so that your Outlook inbox more instantly matches what you see within Financial Cents.
Proposal Improvements
We've made three improvements to our
Proposals
feature based on your feedback. In particular:- "Invoice balance on" can now be empty.In the past,Depositservice types that were billed on acceptance would automatically populate the current date as theInvoice balance ondate. Now, we keep this field empty with the generated proposal stating "Billing Date TBD"

- Reduce white space in generated PDF.We've received feedback that PDFs generated by proposals had too much white space. As a result, we've done a redesign of the proposal PDFs so that we're using space more intentionally.

- Option to Create Draft Invoices from Proposals.Previously, accepted proposals would automatically create invoices that would be sent to the client. Now, you have the option to select if you'd like to immediately send the generated invoice to the client or if you'd rather a draft invoice be created to be sent manually at a later date.

Improved Billing Experience for QuickBooks Online Users
In order to better support QuickBooks Online users with our Billing feature, we've included an
Import from QuickBooks
button on the Billing > Settings
pages for Service Items
and Tax Codes
. That way, it's easier to import the needed items from QuickBooks Online in order to have successful syncing of invoices. Note:
This change only impacts accounts that have integrated with a QuickBooks Online account.
Improved Usability when Creating Project Sections
We've split up the
New Section
button within Projects into "+ Team Tasks" and "+ Client Requests". This reduces the number of clicks needed to create a new section, saving you time down the line!
This week, we released an updated and improved Team Chat, estimated Future Payouts information for US-based users, more QuickBooks Online sync options, and improvements to QuickBooks Online syncing for Canada-based users to simplify reconciliation.
Team Chat Improvements 🎉
We’ve improved the Team Chat experience by doing the following:
- Replies.Based on popular demand, you can now click the “Reply To” option to easily reply to team member’s chats. Additionally, clicking on any “Reply To” message will navigate you directly to the original chat, making it easier to track ongoing conversations.
- Centralized Chats.Any comments on a task will now display at the project level, and any project level Team Chats will now display at the Client level. This improves visibility by centralizing all communications at the client level.
- Search Team Chat.If you’re looking for a specific message in your team chats, you can now search all team chats via theClient Detailspage, making it quick to locate historical messages.
- Revamped Look.We’ve updated the look and feel of Team Chats to be more modern and user-friendly.

QuickBooks Online Sync Options
When dealing with processing fees in QuickBooks Online, we now have two additional configurations:
- Processing Fee Service Item.Specify which Service Item should be used to record processing fees. Note that the selected Service Item will show up on invoices.
- Processing Fee Tax Codes (for Canada-based users only).Select which tax code should be applied on processing fees
These options can be found on the Billing > Settings page.
Estimated Future Payouts (US-based Users)
For US-based users, we now include the expected amount to be paid out for both tomorrow and the future, so that you can readily keep track of incoming payments.

Changes to QuickBooks Online Syncing (Canada-based Users)
Processing fees and deposits will now sync to QuickBooks Online for future invoices in order to simplify reconciliation. Once a successful payout has been made to your account, Financial Cents will sync the payment, processing fees, and taxes to a
Bank Deposit
record in QuickBooks Online so that you can easily see the details of each transaction. Now you can set default contacts on clients. Setting a default contact will automatically select that contact when sending invoices or proposals to a client. Additionally, when requesting for a payment method, you can send the request just to the default contact(s) for each client.
Soon this will allow you to bulk send invoices and proposals as well as other bulk actions in Financial Cents.
By default, all first contacts have been set as the default contacts for your clients. You also have the ability to set multiple default contacts on a client.

To either set or remove someone as the default contact, navigate to the client profile and click the three, vertical dots next to the contact.

Now you can easily see when your client viewed an invoice (either directly from within the Portal or from clicking the link in the Invoice email) in with the audit trail displayed on all invoices.

❗
Note:
If you share an invoice to a client via the Payment page
link, then we'll be unable to capture the specific name of the client who viewed the invoice. Rather, the Audit Log will state "Invoice viewed via shared link".
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