We released several improvements this past week:

We received a lot of feedback from our Facebook community that it would be beneficial to approve a vendor in the report uploading a W-9 (for example, the W-9 was already available in QuickBooks Online or stored in a separate system).

As a result, we no longer require a W-9 to be provided when approving a vendor 🎉 We hope this helps with the 1099 preparation season!

Previously, resources that had been added on the client level were not accessible at the project level, meaning that if you wanted to add a client resource to a project, you had to locate the desired resource on the client then copy and paste the information over.

With this improvement, when you click to add a resource to a , we show a dropdown so you can either select an existing resource from the client profile or create a new resource for the project altogether.

Previously, you could only see emails pinned to the client on the page. Now, we've added additional filtering so that you can see:

This should improve visibility of emails related to either your client directly or work being done for your client.

We released several enhancements and new items recently:

You can now bulk select and then copy to from the tab on projects!

This increase the efficiency of managing files on projects as you can now click to select the documents you want to keep in your and copy them over. No more having to download and then reupload !

Additionally, you can also bulk select and then delete so that you can easily discard any no-longer-needed items.

We've added an additional time span option to the report to make it easier to select the last 3 years worth of unbilled time entries.

That way, you can more readily view a larger span of time to ensure that you've accounted for historical, unbilled time entries when creating invoices.

Now, the colors on invoice and proposal PDFs will match the selected for your account under so that you can maintain consistent branding on client-facing documents.

Lastly, we released another new API. Now, there is a public endpoint available to create, edit, view, or delete files and folders in the section. For more information on this API, see our API documentation here!

We released several enhancements this week!

You can now see the due date of the next, incomplete task directly from the dashboard.

This makes it easier to, at a glance, see what projects have a task with an upcoming deadline.

As a quick tip/reminder, you can modify which columns display in the page via the gear icon in the top right corner.

You can use this gear icon to display (or hide) the "Next Task Due Date" column for your view (as well as place columns in your preferred order).

We heard your feedback from chatting into our support team, and we brought back the functionality to bulk hide transactions from the Month End Close reports!

To hide one or more transactions, click the checkbox to select the desired items, and then click "Bulk Hide".

This will remove the selected transactions from all reports as well as remove them from the client portal without modifying the transaction within QuickBooks Online. As a note, you can view (and unhide) hidden transactions via the "Hidden" tab, if needed.

Previously, if you sent a document for signature to a client via a client task, clients were still able to mark the task as "Complete" even if they hadn't signed the document yet.

Now, we disable the "Complete" checkbox on client tasks where a signature is requested and mark it complete on behalf of the client once the file is actually signed.

This prevents clients from marking signature tasks as "done" when no signature has yet been provided!

Lastly, we released yet another new API. Now, you can use our endpoint to access the details of an invoice, like what can be found on the page. For more information on this API, see our API documentation here!

We released several exciting features this week!

As part of our Month End Close feature, we've released a brand new report!

This new report helps you do the following:

We're super excited about this new report and hope it will help alleviate some of the 1099 season frustration!

⭐To learn more about this feature (and receive a if you sign up before Dec 25, 2025), click here to talk to our team! ⭐

Based on your feedback, we implemented more sticky headers in Financial Cents!

Now both the page and the page have headers that stick so that you can always see the column labels when scrolling through the table.

Lastly, we released another new API so that third party developers can grab a list of Client Tasks from Financial Cents. For more information on this API, see our API documentation here!

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.