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 > Billing
    tab
  • 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
.
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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
Based on your feedback, we've added a
Proposals
card on the
Client Details > Billing
page!
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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
Report
We 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
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Improvements to the
Mass Assign Clients
Flow
We'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.
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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.
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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
.
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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!