Changelog
Follow up on the latest improvements and updates.
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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.
Team Chat Improvements 🎉
We’ve improved the Team Chat experience by doing the following:
- Replies.Based on popular demand, you can now click the “Reply To” option to easily reply to team member’s chats. Additionally, clicking on any “Reply To” message will navigate you directly to the original chat, making it easier to track ongoing conversations.
- Centralized Chats.Any comments on a task will now display at the project level, and any project level Team Chats will now display at the Client level. This improves visibility by centralizing all communications at the client level.
- Search Team Chat.If you’re looking for a specific message in your team chats, you can now search all team chats via theClient Detailspage, making it quick to locate historical messages.
- Revamped Look.We’ve updated the look and feel of Team Chats to be more modern and user-friendly.
QuickBooks Online Sync Options
When dealing with processing fees in QuickBooks Online, we now have two additional configurations:
- Processing Fee Service Item.Specify which Service Item should be used to record processing fees. Note that the selected Service Item will show up on invoices.
- Processing Fee Tax Codes (for Canada-based users only).Select which tax code should be applied on processing fees
These options can be found on the Billing > Settings page.
Estimated Future Payouts (US-based Users)
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.
Changes to QuickBooks Online Syncing (Canada-based Users)
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
Bank Deposit
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.
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Note:
If you share an invoice to a client via the Payment page
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".
Now you get a daily email summary of all the payments you received from clients that day to stay on top of client payments.
Notifications are sent out everyday at 5 p.m. ET. If no payments were received that day, then no notification email will be sent.
To modify these settings, go to
Settings > Notifications
and scroll down to Send a daily summary of payments received
. Please note that users must have access to Invoices in order to receive these emails.