Feedback

Would like a notes section on project tab

Include the ability to backup, route, and browse files from a specific Google Drive

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

Track what actions your clients are taking while they are in the Financial Cents portal. In this first iteration, we'll focus on tracking whenever a client views the client tasks.

Allowing users to send an invoice directly from the ellipsis menu under Billing—rather than navigating into the invoice and selecting Edit—would streamline the workflow and save valuable time.

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.

We currently have a process where we create all our client invoices as drafts monthly and review them internally before they are sent out to the client. Once the review is complete and invoices are approved to go to the client we currently need to send them individually. It would be great if we could select a checkbox and bulk send the ones we want. This could include sending all, some, or just a few at a time but having the capability would save a lot of time.