We released a couple of improvements this past week:

When you click the search bar, you'll now see the last 5 clients you visited, ordered by most recent.

This makes it much easier to quickly jump back to a client you were just working on!

When you @mention a teammate in a client chat, project task, or note, you'll now see right away if they don't have access.

Their name will appear greyed out with a "Doesn't have access" label. That way, you can't accidentally mention someone who isn't able to access the conversation.

We also released new API endpoints so you can now grab and update the fields on client profiles. For more information, see our API documentation here!

We released a big feature and a small usability improvement this past week:

You can now lock client files behind an invoice, meaning your client won't be able to access those documents until they've paid in full.

When creating an invoice, you'll see a new option. Click it to browse the files in that client's section, select the ones you want to lock (including bulk selection with shift-click), and confirm. Those files are then tied directly to the invoice and won't be made available to the client until the invoice has been paid.

For a walkthrough of this feature, watch our quick overview here!

Previously, when setting a task dependency, the tasks in the dropdown were listed in a random order with no grouping — making it difficult to find the right one, especially on projects with a lot of tasks.

Now, tasks in the dependency picker are organized to match the section structure of your project, so you can quickly find and select the correct task.

We released a couple of improvements this past week:

Now you can know exactly what you're walking into before you even click! Hover over the cell on the page to instantly see which tasks are still waiting on your client.

Spot what needs attention, decide what to tackle next, and click straight into the project when you're ready to act.

You can now toggle between open and closed project when pinning emails!

Previously, pinning was only available on open projects, which made it difficult to track communication that happened after a project wrapped up. Now you can toggle to include closed projects when pinning an email, keeping all relevant context in one place.

We released several new things this past week:

We're excited to release a new report as part of our Month End Close feature — the report!

The report gives you a consolidated view of all the accounts you need to reconcile for a client as well as lets you maintain an internal record within Financial Cents of who performed the reconciliation as well as to what date.

For clients with Month End Close enabled, you can configure the report from the client profile, and then add it to your projects so that it's part of your workflow.

From within the report, you can search by account name, manage which accounts and account types are included, open any account directly in QuickBooks Online, and change the "Reconciled By" and "Reconciled Date", as needed.

Lastly, similar to all other Month End Close reports, you can quickly add an "Account Reconciliation" section to your projects by using .

You can now quickly expand and collapse sections and their subtasks as well as sections on your projects. 🎉

This makes it easier to navigate to the tasks you need without having to scroll through everything at once.

Previously, the only field you could edit directly in the report was the vendor email. Now, you can click to edit all remaining vendor fields directly within the report, just like all reports. This should make managing your 1099 preparation a lot more efficient!

This past week, we released two usability items:

We received quite a few votes to add a timestamp on files uploaded by clients, so this is now available!

Timestamps are now available on:

As a small usability fix for keyboard shortcut users, we modified the behavior when tabbing in a new email. Previously, the cursor would go to the bottom of the email body, meaning you would start typing your signature.

We've updated tabbing so that the cursor goes to the top of the message, right where you'd expect it!

We released several features in this past week:

You can now add in Month End Close reports on project templates!

That way, you can standardize your month end close process using the reports from our built-in feature. Once you create a project using the template, the associated report will automatically be linked for clients who have Month End Close enabled. If a client does not have Month End Close enabled, the tasks will still be created, just without the report linked to it.

We added an additional report to the section of our Month End Close feature so that you can more easily manage transactions that have been shared with your client.

Similar to other reports, you can also add to a task in your project so that you can quickly access it directly from within your workflow.

This helps you keep all transactions that you've asked your client about in one place so that you (1) have visibility into all shared items, and (2) can respond to client answers all in one report.

There is now an indicator on the tab to let you know how many project files are available, giving you at-a-glance information so that you can work more efficiently.

It was challenging to read what was written in the comment section of when there were multiple lines entered. We've improved this by increasing the height of the field as you add additional lines.

Previously, you couldn't finalize an invoice if the selected client didn't have an email address on file. Now you can! The invoice email is sent if the client has an email address on file, and skipped if they don't.

You can now easily download files from the report, either from the or tabs!

We added a filter to the individual time entries view of the reports so that you can quickly filter between and time.

Additionally, whenever you filter by on the main reports, we keep the filter applied when clicking to view the individual time entries themselves.

When choosing to filter your emails in the tab, we now remember if you chose or so that you don't have to keep re-applying the filter whenever revisiting or refreshing the page.

We released several updates this past week! Mainly:

We added a search bar to the page so that you can easily locate notifications of interest.

The search looks through both the title text in green as well as the subtext underneath, so that you can more easily find what you're looking for!

We received feedback that client upload notifications were becoming challenging to manage since we sent out one email per uploaded file.

Now, we send out an email immediately after the first uploaded document, and batch together email notifications for all subsequently uploaded files for the next 30 minutes. That way, you're receiving at most 2 emails per client that batch uploads documents.

Previously, once a transaction was approved on the report, you were not able to un-approve it. This created some issues for users because if they made a mistake and needed to undo the approval, there wasn't an easy way to do so within Financial Cents.

Now, you can just go to the tab and un-approve the transaction, similar to all the other reports 🎉

This last week, we released several new items:

Within any of the reports, you now have the ability to create new customers and vendors directly within Financial Cents.

Once created, the new vendor/customer will then also be created within QuickBooks Online. This should streamline your Month End Close process in that you can now create needed vendors/customers on the fly. Learn more about Month End Close here!

By popular request, we created an automation that will remove all tags on the project!

Now you can remove all un-needed tags with just one automation (vs. creating an automation per tag previously).

Also by popular demand, we've implemented the ability to bulk download from the project page.

This will download a ZIP file of the selected documents so that you can more readily organize your files either on your computer or in another system altogether.

We've also implemented the bulk Copy, Download, and Delete functionality directly within

That way, you can action on files while viewing them from either the task itself or from within .

This week, we released new functionality as part of the Month End Close reports!

Now, you can request for vendor emails from your clients directly within the report:

Once requested, clients can then provide either the vendor's email address or the W-9, depending on whatever they have handy:

This streamlines your collection of vendor information by allowing for clients to provide either the email or W-9 all in one location.

This week, we released the following:

We released a set of features to support firms who track billing on a project-by-project basis.

With our project-based billing features, you can:

Additionally, we made some changes to the page to support project-based billing. Namely:

We're excited to hear your feedback!

We updated the "Sent" view of the page to show the recipient (vs. the sender) in the "addressee/addresser" area.

This should make it easier to locate sent emails of interest!