Recently, we released an enhancement to the report. In particular, you can now:

This makes it easier to locate specific payments as well as perform additional computations within Excel.

This week, we released a new API for accessing the information on the page. For more information, see our API documentation here.

We released two items of note this week:

Our first set of reports are now live!

With our Month End Close: Transaction Review reports, you can:

In the future, we plan on adding additional reports around Vendor & Entity Review, Account Reconciliation, and Quality Control -- stay tuned!

To learn more about Month End Close, you can either:

Now, the header of the table "sticks" so that when you scroll down far enough, you're still able to view and use the filters and search bar.

This makes it easier to manage your view, regardless of where on the page you're currently looking.

We've released several new features and enhancements to existing features over the past weeks:

Previously, if you wanted to edit a recurring invoice, you had to delete the invoice altogether and then recreate it. Now, you have the option to edit the recurrence from the Client Details under the tab.

This makes it easier to keep recurring invoices up to date with pricing changes, additional services, etc.

Within each project, you now have the ability to add any notes relevant to that specific project for use by your team.

Within the notes, you can:

Additionally, if you have a recurring project, the notes on the previous project will carry over onto the newly created project so that your team always has access to the most up-to-date notes.

Lastly, you have the ability to control which types of team members can make edits to notes under the permission called found on the page.

One piece of feedback we've heard is that it's challenging to access client uploads on Client Tasks. As a first step towards improving this experience, we now display files uploaded by clients on the tab of the project.

Additionally, if you need to quickly view the task itself, you can click the three ellipses on the file and choose .

In a future release, we plan on adding bulk actions in the tab, too -- stay tuned!

We've made a few changes to the view:

This gives your firm more customization of this view so that you can tailor it to suite your needs.

After our initial release of the partial payments feature, we received feedback that would like the ability to make partial payments on invoices, regardless of if are allowed to make partial payments.

As a result, you can now click on an invoice, and select a partial amount to apply (be it a manual payment, CC payment, or ACH payment).

We released two enhancements this past week:

Now you'll be able to see whenever a client:

As a friendly reminder, you can access the by clicking and then within a project.

We've added an icon to the page on grouped line items so that you can quickly review grouped item details having to edit the invoice itself:

Additionally, this also makes it possible to review grouped items after the invoice has been paid, enabling the review of historical data.

This week, we improved the experience when sending out draft invoices!

From the main page, you now have the ability to quickly send one invoice via the ellipses menu (vs. having to click into the invoice to edit it before sending):

OR you can send multiple draft invoices in bulk by selecting the relevant invoices and clicking :

This reduces the number of clicks needed to send out invoices once they've been finalized by you/your team.

We've released several exciting features and improvements these last two weeks:

You now have the ability to accept partial payments on an invoice!

By enabling , clients have the option to pay just a portion of the invoice amount with the smallest allowed payment set by you on the invoice. This increases your firm's cash flow by allowing clients to make earlier, smaller payments towards the full amount.

To enable partial payments by default, you can go to , and toggle on the option for .

There is now an option to bulk select and then lock or unlock time entries on the report.

This increases the efficiency of time entry reviews by allowing you to select and then lock multiple time entries all at once.

We've improved the experience of Client Upload notifications!

Now, whenever you click on a client upload notification (either from the notification bell OR within the notification email), we automatically direct you to the uploaded client file and highlight it yellow.

This makes it easier to locate new client files.

Whenever a reminder email or text is sent to a client on a proposal or invoice, we now log that event to the Audit Log.

That way, you and your firm can have clear visibility on all reminders sent to clients for invoices and proposals.

We've added additional actions to the . We now also log whenever a client does the following:

As a friendly reminder, you can find the by going to a project and clicking

If a client has access to multiple client profiles, they now have a filter on chats so that they can easily view the messages for a specific profile at a time.

This makes it easier for your clients with multiple profiles to find relevant chats!

We've added an column on the page so that you can readily see how many files and/or folders are stored in each folder.

Now you can tell from a quick glance which folders have content or not!

You can now do the following on the report:

We've added some additions to our API for Client Notes. Now you can retrieve, edit, create, or delete client notes via our API. For quick reference, our API documentation can be found here.

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