Document Tags, New MEC Reports, Usability Updates, and More!

We released several new features and improvements this past week:

You can now tag documents directly inside Financial Cents. 🎉

We've added a full document tagging system so your team always knows the action state of any file (New, Downloaded, Needs Review, etc.).

We automatically apply the tag whenever a client uploads a file, and then your team can add or remove tags as needed. Tags sync instantly across all views of the file, so your whole team sees the same picture no matter where they're working.

You can also create your own custom tags with a label and color, rename or recolor existing ones, and delete tags you no longer need.

Lastly, on the report, you can now filter by tag to quickly triage which documents need action across all your clients.

We've shipped two new reports inside the feature:

surfaces any vendors that were created within your selected date range, so you can proactively request W-9s as soon as a vendor is added (vs. scrambling at tax time). You can review each vendor, track their W-9 status, and manage everything from inside the client's MEC tab.

gives you a clear view of any chart of accounts additions synced from QBO during your close period. From the report, you can review each account, update the account type and detail type, approve accounts (which pushes the corrected data back to QBO), or hide ones that aren't relevant. Approved accounts move to a dedicated tab so you always have a clean record of what's been signed off.

Both reports are also available to add to your projects and templates so it fits right into your existing close workflow.

Firms that quote work on a pre-tax basis can now choose to show pre-tax prices on proposals.

A new section in lets you set your default for all new proposals, but you can also always change the setting on a per proposal basis.

When pre-tax mode is on, your clients will see pre-tax totals with a note explicitly stating that tax is not included. Tax is still calculated and shown on the generated invoice as usual.

You can now drag and drop files directly onto a task row in the workflow list view to attach them!

Just drag a file from your desktop onto any or row and it attaches instantly (vs. having to click to ). The row highlights while you're dragging so you always know where the file is going to upload to.

We've improved how task dependencies are surfaced in the workflow list view.

Previously, if a task had an unmet dependency, you'd only find out after clicking to complete it. Now, tasks with an outstanding dependency show a greyed-out checkmark directly in the list, so your team can see at a glance which tasks are blocked without any extra clicks.

When creating a project, if you've entered a project name but haven't selected a client, the button now turns yellow to warn you that you're about to create a project without a client:

This makes it easier to catch an accidental omission before submitting. That said, the button is still fully clickable if you intentionally want to create a project without a client.