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
.