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:

We've made several improvements in this past week:

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 on the page.

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:

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.

We've made three improvements to our feature based on your feedback. In particular:

In order to better support QuickBooks Online users with our Billing feature, we've included an button on the pages for and . That way, it's easier to import the needed items from QuickBooks Online in order to have successful syncing of invoices.

This change only impacts accounts that have integrated with a QuickBooks Online account.

We've split up the 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.

We’ve improved the Team Chat experience by doing the following:

When dealing with processing fees in QuickBooks Online, we now have two additional configurations:

These options can be found on the Billing > Settings page.

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.

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 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.

❗ If you share an invoice to a client via the 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".