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!