Feedback

It appears that file types other than PDF throw an error when trying to preview in the portal. It would be really convenient if commonly used file types such as Excel (.csv & .xlsx) and Word (.docx) could be previewed.

Build out more features that streamline the month end closing process.

Would like to give clients the ability to partially pay an invoice or let us mark an invoice paid partially and that would leave the remaining balance out in the invoices for the client.

Create an API for the Invoices page so that non-FC developers can access the list of invoices for a specific Financial Cents account so that they can develop their own applications.

Per the screen the client sees upon signing a proposal, a confirmation email is supposed to be sent to the client - BUT THIS DOES NOT HAPPEN!!! Can this wording either be removed OR can the confirmation email actually be sent? We are intending on sending the bulk of our tax season proposals on/around 12/1 and this issue is going to cause problems with our clients (them expecting the confirmation, not getting us and then having them reach out to us to confirm).

When in the Team Chat view (be it on a Project, Task, or the Client), respond to a specific message so that it's easy to keep track of topics within a conversation.

Hi. Time Tracking Reports is losing the filters when I refresh

Whenever a file is uploaded to a Client Task, show that same file on the Project Files tab of the Project so that it's easy to locate uploaded documents.

Would like a notes section on project tab

Give users the ability to export the Billing > Payments report so that they can perform any additional analysis they might need.