Feedback

Our emails for proposals, invoices and notifications are going to spam.

The ability to click a button to see a "client view" of their portal. I want to be able to see what they are seeing the way they see it.

It would be amazing to have the option to choose different colours for your projects. All my projects are green when using calendar view. Would be nice to have different colour options to differentiate between different types of projects and tasks.

Just like invoices are stored at a client level. It would be great if the clients' proposals saved to their profile as well.

I want my employees to track misc time spent on clients (communications, etc.) without having to have a perpetual project for every client to track that time. In those cases, my team is instructed that every time entry has to have a project. If it doesn't have to project, then it has to have a note. I don't want to require projects for all time entries because sometimes we have time not specific to a project. And I don't want to require Notes for every time entry because if something is tracked to a project, it doesn't necessarily need a note.

We are very happy that now the client task deliverables upload to the project files. What is really needed is the ability to download all uploaded items. To download individual items is very inefficient. See my snippet I have attached.

Automation that removes ALL tags when task or section is completed, instead of having to do that for each tag.

If a task is due on a certain date (i.e. the 25th) of every month, it would be great to be able to move the due date up to the Friday before if the due date falls on a weekend.

Allow users to create forms that clients can fill out directly within the Financial Cents portal. Specifically, forms should allow for the creation of tax organizers.

It would be nice for the client to be able to have a PDF version sent or be able to download if they need to forward to Legal or others before signing.