improved
new
Workflow
Reports
AI
MCP Billing Tools, Template Bulk Edit Tasks, and Team In-Out Times
We released several updates this past week:
- Billing tools in the Financial Cents MCP
- Bulk edit tasks on project templates
- In-out times in Team Activity
Billing Tools in the Financial Cents MCP
Your AI assistant can access billing tools in Financial Cents!
Ask it to create, send, and follow up on proposals, or build invoices and then finalize, send, charge, or void them. It can also set up credit memos, discounts, tax codes, and service items, so you never have to leave the conversation. You can even have it upload files to your clients, projects, and
Client Tasks
.The Financial Cents MCP is available on the Scale plan. Check out our MCP guide to get started.
Bulk Edit Tasks on Project Templates
You can now use bulk edit mode inside your
Project Templates
, just like you do in live projects!
Select multiple tasks and update their
Budgeted Time
, Role
, or Due Date Constraints
all at once, instead of editing them one by one.In-Out Times in
Team Activity
See exactly when your team was working today, right from
Team Activity
!
When you click
View Details
for a team member in the Team Activity
report, the Today's Activity
window now shows an IN-OUT TIME
column with each entry's start and end time. Running timers show when they started, followed by "Now" so that you can see exactly when your team member started the clock.