Search Notifications, Grouped Client Upload Emails, and Un-approve Uncategorized Transactions

We released several updates this past week! Mainly:

We added a search bar to the page so that you can easily locate notifications of interest.

The search looks through both the title text in green as well as the subtext underneath, so that you can more easily find what you're looking for!

We received feedback that client upload notifications were becoming challenging to manage since we sent out one email per uploaded file.

Now, we send out an email immediately after the first uploaded document, and batch together email notifications for all subsequently uploaded files for the next 30 minutes. That way, you're receiving at most 2 emails per client that batch uploads documents.

Previously, once a transaction was approved on the report, you were not able to un-approve it. This created some issues for users because if they made a mistake and needed to undo the approval, there wasn't an easy way to do so within Financial Cents.

Now, you can just go to the tab and un-approve the transaction, similar to all the other reports 🎉