Calendar Integration
Amanda Aparicio
Would love to see integration between Financial Cents calendar and my Outlook/Google calendar.
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Cooper Smith
Adding a vote for this — and want to flag a gap that goes a bit beyond what's described above.
Even with a sync to Google/Outlook, project due dates in FC are date-only (no time-of-day field), so a synced event would just be an all-day block. For firms trying to build an actual hourly agenda — i.e., "this task is scheduled at 2pm, not just due sometime today" — that requires FC to either (a) support a due time, not just a due date, or (b) let a due-date change fire a Zapier trigger so a downstream tool could layer scheduling logic on top. Right now neither exists, so this isn't really a "connect an app" problem — it's a data-model gap.
Would love to see this on the roadmap, especially paired with capacity/workload data (a few comments above already point at this) — due date + task time estimate + assignee capacity is what actually produces a usable schedule, not just a synced deadline.
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Denise
I would like to visual see from a day to day/week to week perspective how much capacity and employee has left in their day/week/month. It could be based on the estimated time to complete a task.....not a project (because projects can have multiple people).....but a task.
For example: Natty has 4 hours of bookkeeping to complete for Client A and 2 hours of financial review for Client B. Her optimal capacity is 85% of an 8 hour day (or 6.8 hours). Therefore she has .8 hours available for scheduled work.
While the percentage of capacity that you already have in FC is great for overall team to client management, seeing available spots of open workspace would help fit in those "late clients" or "urgent requests" without causing a constant stress for employees. It would also allow us to give a client a more definitive answer as to when something can be completed.
Autopilot
Merged in a post:
Calendar Sync
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Debbi Allison
It would be great to have a Google Calendar sync, and a Calendly sync. This way when one of my clients schedules a coaching or training session it could be automated to create a project in Financial Cents. It would also be helpful to be able to have the time of the appointments show on the calendar inside Financial Cents.
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Wanda Medina
I would like to see calendar integration as well with Outlook/Google calendar.
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Wanda Medina
Yes!
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Brian Hathhorn
Yes!
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Brian Hathhorn
Agree
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Tsajai Nelthropp, CPA
I have Meetings as client tasks. It would be great to integrate these on my Outlook calendar and be able to send them an email invite, so it shows up on their calendar.
Amanda Aparicio
Merged in a post:
Integrate Google Calendar
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Renee Mitchell
Allow Google Calendar or other scheduling software to show up on the deadline calendar.
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Jeremy Bucklew
I agree. Calendar integration and work schedules are among the few things missing from Financial Cents.
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