Improvement
7 months ago

Ability to customize the question for ReCats

Now, you can easily customize the question displayed in the memo of an uncategorized transaction for clients.


Improvement
7 months ago

Unread message indicator for client chat

Now, when there is an unread message, in client chat you will see a red indicator. This is displayed for both team members in Financial Cents and clients in the client portal. We have also added a lot of bug fixes that users were experiencing with client tasks in this update.

New feature
7 months ago

Auto add client task and project attachments to the clients profile

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Client Tasks
30 September 2024

Auto add client task and project attachments to the clients profile

New feature
8 months ago

Client Tasks 2.0


We moved client tasks to the same view as the team tasks to allow you to better and more automated workflows. It not only makes your workflow more intuitive but adds a lot of new functionality. Some of these new features include:

  • Automatically trigger a client request to send when a dependent task is  completed

  • Send multiple client requests at different times throughout the project

  • When sending multiple client request items, you can each request to different client contacts

  • The ability to add automations on client task sections

New feature
8 months ago

Client Chat 2.0


We made this change to centralize all client communication in one place. Some of the new functionality with this update includes the ability to:

  • View all conversations with a client in a single project

  • View all conversations with a client within the client's profile

  • Organize client conversations into topics

  • Search across all topics/conversations with that client

  • Specify which team members can view which client conversations/topics

  • Specify which client contacts can view which client conversations/topics

  • Ability to share documents & have more styling options in the client chat

This is just the beginning. We have a lot more improvements coming to client chat soon, including:

  • The ability to reply to specific comments in chat

  • The ability to use emojis in chat