Changelog
Follow up on the latest improvements and updates.
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new
Month End Close
Notifications
Search Notifications, Grouped Client Upload Emails, and Un-approve Uncategorized Transactions
We released several updates this past week! Mainly:
- Search notifications
- Grouped client upload notification
- Un-approve transactions in the Uncategorized Transactionsreport
Search Notifications
We added a search bar to the
Notifications
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!
Grouped Client Upload Notifications
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.
Un-approve Items in the
Uncategorized Transactions
ReportPreviously, once a transaction was approved on the
Uncategorized Transactions
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
Approved
tab and un-approve the transaction, similar to all the other Transaction Review
reports 🎉new
improved
Workflow
Month End Close
Create Vendors and Customers in FC, Remove All Tags Automation, and File Management Enhancements
This last week, we released several new items:
- Create new vendors and customers in Month End Close reports
- Remove all tags on a project via automations
- Bulk download Project Files
- Bulk copy, download, and delete client uploaded files on Client Tasks
Create New Vendors and Customers
Within any of the
Transaction Review
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!
Remove All Tags via Project Automations
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).
Bulk Download Project Files
Also by popular demand, we've implemented the ability to bulk download
Project Files
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.
Bulk Copy, Download, and Delete Client Uploaded Files on
Client Tasks
We've also implemented the bulk Copy, Download, and Delete functionality directly within
Client Tasks.
That way, you can action on files while viewing them from either the task itself or from within
Project Files
.new
Month End Close
Request Vendor Emails in the 1099 and W-9 Prep Report
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
1099 and W-9 Preparation
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.
new
Workflow
Billing
Introducing Project Based Billing!
This week, we released the following:
- Project based billing
- Show the recipient in the "Sent" folder in Emails
Project Based Billing 🎉
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:
- Link new or existing invoices to a project,
- Set a dollar budget on a project as a reference point for your team, and
- See project realization data directly on the project itself
Additionally, we made some changes to the
Invoice Details
page to support project-based billing. Namely:- We created different tabs for different sections to reduce visual clutter
- We added a section for "Associated Projects"
- We implemented the ability to add time entries to a Paidinvoice so that you can have full context on the amount charged to your client vs. the billable time tracked towards the invoice
We're excited to hear your feedback!
Show Recipient in the "Sent" Folder
We updated the "Sent" view of the
Inbox
page to show the recipient (vs. the sender) in the "addressee/addresser" area.
This should make it easier to locate sent emails of interest!
new
improved
Workflow
Clients
Reports
API
Bulk Mark Tasks in Section as Recur/Do Not Recur, Proposals on the Client Profile, AR Aging Report Updates, and More!
We released several new features and improvements this past week:
- Bulk marking all tasks in a section as "Recur" or "Do not recur"
- Client proposals listed on the Client Details > Billingtab
- Improvements to the Accounts Receivable Aging report
- Improvements to the "Mass Assign Clients" flow
- Compose Emails in FC by Default
- Sending Client Tasks via an API
Bulk Marking Tasks in a Section as "Recur" or "Do not recur"
You now have the option to bulk mark tasks in sections as "Recur" or "Do not recur" for both
Team Tasks
and Client Tasks
.
This makes it easier to mark all tasks in a section as "recur with project" or "don't recur with project" all at once so that you can quickly modify what tasks get carried over to the next instance of a project.
Client Proposals Available on Client Details
This should streamline any internal processes where your team needs to access proposals for a particular client (and also centralizes billing information on your client profile a bit better!).
Improvements to
Account Receivable Aging
ReportWe made two improvements to the Account Receivable Aging report:
- We implemented infinite scrolling (vs. having to navigate from page to page)
- You can now export the report to perform any additional manipulations in Excel
Improvements to the
Mass Assign Clients
FlowWe've updated the flow for mass assigning clients to team members! We both updated the flow itself to make it easier to use as well as added a filter for
Client Groups
so that you can readily grab just the relevant clients.
You can find this feature under
Invite Team > Team Members
.Compose Emails in FC by Default
If you've integrated your email with Financial Cents, upon clicking on a client email address, we now open up the "Compose Email" interface with the email auto-populated.
With this change, emailing clients from Financial Cents is easier than ever as all you need to do is click the client email to start composing your message.
If you'd prefer to keep using your default email app instead, you can enable the below option found under
Settings > Profile
.
Sending Client Tasks via API
Lastly, we released another new API so that you now send a Client Task. For more information on this API, see our API documentation here!
improved
Month End Close
Improvements to Month End Close Reports
We released a couple of enhancements to the Month End Close reports this past week!
In particular, we received a good amount of feedback that it would be a lot easier to
include
(vs. exclude) various properties on the Transaction Review reports as part of Month End Close.To that end, you now have the ability to choose to either include or exclude Vendor/Customer, Transaction Types, and Accounts as part of the
Filter Settings
.
This should make it easier to both setup and manage which transactions are being shown in the reports.
Additionally, we modified the layout of the
1099 and W-9 Preparation
report so that it's easier to see included and excluded transactions. There's now a tab in the
Transactions
window for transactions that have been excluded (either by excluding them manually or via the "Exclude credit card" filter) so you can clearly see transactions that aren't included when calculating the YTD for the vendor.
This should improve transaction visibility on vendors as well as make it easier to manage included and excluded items.
improved
new
Workflow
Month End Close
Approve Vendors without a W-9, Client Resources Available on Projects, and Email Filters
We released several improvements this past week:
- W-9 no longer required to approve a vendor in the 1099 and W-9 Preparationreport
- Resources added to a client can easily be added to a project
- New filters to see emails pinned to projects at the client level
W-9 No Longer Required
We received a lot of feedback from our Facebook community that it would be beneficial to approve a vendor in the
1099 and W-9 Preparation
report without
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!
Client Resources Available on Projects
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
project
, 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. 
Email Filters at the Client Level
Previously, you could only see emails pinned to the client on the
Client Details
page. Now, we've added additional filtering so that you can see:- Emails auto-pinned to the client (like before)
- Emails pinned to open projects
- Emails pinned to closed projects
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:
- Bulk copy Project FilestoClient Files(as well as bulk delete)
- A longer, built-in timeframe for the Unbilledreport
- Brand colors available on invoices and proposals
- API for creating, viewing, editing, and deleting Client Files
Bulk Copy and Delete
Project Files
You can now bulk select and then copy
Project Files
to Client Files
from the Files
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
Client Files
and copy them over. No more having to download and then reupload Project Files
!Additionally, you can also bulk select and then delete
Project Files
so that you can easily discard any no-longer-needed items. "Last 3 Years" Option on
Unbilled
ReportWe've added an additional time span option to the
Unbilled
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.
Brand Colors on Proposals and Invoices
Now, the colors on invoice and proposal PDFs will match the
Brand Color
selected for your account under Settings > Company
so that you can maintain consistent branding on client-facing documents.
API for Creating, Viewing, Editing, and Deleting
Client Files
Lastly, we released another new API. Now, there is a public endpoint available to create, edit, view, or delete files and folders in the
Client Files
section. For more information on this API, see our API documentation here!improved
new
Workflow
Clients
Month End Close
API
"Next Task Due Date" Column, Bulk Hide Transactions, Signature Request Improvement, and Invoice Details API
We released several enhancements this week!
- "Next Task Due Date" Column on Workflows
- Bulk Hide Transactions in Month End Close reports
- Improvements to Client Signature Requests on Client Tasks
- API for the Invoice Detailspage
"Next Task Due Date" Column
You can now see the due date of the next, incomplete task directly from the
Workflow > Projects
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
Workflow > Projects
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).
Bulk Hide Transactions in Month End Close reports
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.
Improvements to Client Signature Requests on Client Tasks
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!
API for the
Invoice Details
pageLastly, 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
Invoice Details
page. For more information on this API, see our API documentation here!new
improved
Workflow
Clients
Month End Close
API
1099 and W-9 Preparation Report and More Sticky Headers!
We released several exciting features this week!
- 1099 and W-9 Preparation reports as part of the Month End Close feature
- Sticky headers on the Clients dashboard and the Tasks page
- API for listing all Client Tasks
1099 and W-9 Preparation Report
As part of our Month End Close feature, we've released a brand new report!
This new report helps you do the following:
- Pull in a list of vendors from QuickBooks Online
- If needed, modify filters and exclude transactions to narrow down the list of vendors needing a 1099
- Request for W-9s directly from the vendor or your client
- Make edits to the vendor details in Financial Cents and push those changes back to QuickBooks Online
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
special discount
if you sign up before Dec 25, 2025), click here to talk to our team! ⭐More Sticky Headers
Based on your feedback, we implemented more sticky headers in Financial Cents!
Now both the
Clients > Dashboard
page and the Workflow > Tasks
page have headers that stick so that you can always see the column labels when scrolling through the table.Client Tasks API
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!
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