We've released several enhancements this last week. These are:
  • Tax Code Improvements
  • Manage Client SMS Settings
  • Option to Turn Off Payment Confirmation Emails
  • Push Updates to Proposal Templates when Service Items are Modified
Tax Code Improvements
You can now do the following with your tax codes:
  • Select a Default.
    By going to
    Billing > Settings
    and scrolling down to
    Invoice Preferences
    , you can set a default tax code for all new invoices, reducing the number of clicks needed to properly account for taxes on new invoices.
  • Edit Custom Tax Codes.
    Previously, once a tax code had been created, you were unable to edit it. Now, we allow for editing of tax codes that were created within Financial Cents. ❗
    Note:
    Tax codes imported from QuickBooks Online must still be edited from QuickBooks Online.
  • Archive QuickBooks Online Tax Codes.
    You now have the ability to archive tax codes imported from QuickBooks Online within Financial Cents. This lets you clean up the available tax codes to be used for applying to invoices so that your team members don't accidentally select the wrong code.
Manage Client SMS Settings
On each contact of the
Client Details
page, your team now has the option to manage your client's phone number for SMS notifications.
image
The phone number placed here is the one that Financial Cents will use to send Two-Factor Authentication codes, reminders to complete tasks, invoice notifications, and proposal notifications (if the SMS Delivery Method option is selected). This gives your firm more control over the phone number used for client communication.
Option to Turn Off Payment Confirmation Emails
Now you can control if you'd like a confirmation email to be sent to your client contact whenever an invoice has been paid. Under
Billing > Settings > Notifications,
toggle on or off these email notifications under
Payment confirmation email
.
Ability to Update Proposal Templates when Service Items are Modified
If you modify a Service Item that is currently in use on a Proposal Template, you now have the option to push those changes to the template.
image
This helps keep your Proposal Templates up to date with any changes made to the corresponding Service Items.