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Billing (221)
Client Portal (49)
Client Dashboard (74)
Document Management (50)
Integrations (50)
Notifications (28)
ReCats and Month End Close (25)
Time Tracking (57)
Workflow (160)
Email (88)
Reporting (58)
Team Members (17)
Settings (19)
Team Chat (24)
Filter, Sort, & Search (36)
Client Chat (33)
Security (12)
Project Templates (28)
Client Tasks (48)
Automation (20)
API (2)
AI (2)
GST number on FC invoices
Hi, can you please add GST registration number on Financial Cents subscription invoice. It is a requirement from CRA in Canada.
0
1
Marking Client Inactive - Permission Setting
A separate permission setting specifically for the ability to mark a client as "inactive". I would like to be able to give staff the ability to mark a client as inactive without giving them the ability to delete a client.
0
3
Multiple logo option
It would be nice if we could use multiple logos - FC has a dark side bar in the interface and light background on invoicing, proposals, etc.
0
3
Global setting to see everything uploaded to a folder
We need to be able to globally set the notifications for when a client uploads to a folder - particularly the upload folder. We have over 800 clients and it is not feasible to go into every client folder and change that setting when we need to change it. If a client is assigned to me globally - I should be able to elect globally to see what they have uploaded. This is a significant issue for us during busy season where we want additional staff members to help manage the uploads just during these busy months.
0
2
Change color of user
FC assigned two almost identical colors to two users and they are hard to distinguish at a glance. We want to be able to change the color. We do not wish to use pictures.
3
8
Special characters in the firm's name
Our firm's name is J.E.M.Tax & Accounting. Can we please allow me to put the dot in the name?
0
2
Add our brand colors to the proposal
I want to add my brand colors to my proposals. The green and black is off-brand for my business.
0
32
I would like to see an option for date format on invoices to remove the st, nd, rd, th, after the day (Jul 6th) and to have the option to not abbreviate the month name.
Eliminate, for example, the th (Jul 6th) from the day number and allow the user to choose to abbreviate the date or not, instead of Jul, July, etc.
0
2
Dark Mode?
Please provide a dark mode. Sitting in front of 3 blazing white screens is getting really old. It seems that financial and bookkeeping apps are very slow to offer the option. Looking a three blinding white screens all day is getting old. Please add a dark mode.
1
17
Dashboard Theme / Colors
It would be nice to be able to customize the dashboard, the progress bar color and other tools colors.
0
9
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