Categories
- Categories
- All
- New feature
- Improvement
- Fix
- Maintenance
- Announcement
- Coming soon
Ability to search by category numbers when categorizing a transaction
Now, you can search by the category number to make it easier to find the right category when categorizing a transaction |
Ability to view approved transactions in Financial Cents
Now, you can view past transactions that you have approved in Financial Cents. Even though we push the documents and memo description provided by the client to QuickBooks Online, this gives you an audit trail of all past transactions to quickly see all the information and client conversations related to the transactions without having to leave Financial Cents. |
Hide the custom about fields
Now, you can hide the custom fields from team members in the About section of the client profile to protect sensitive information.
A
It would be very helpful if we can choose which custom about field we can hide from users based on the role assigned (i.e. Owner, Memeber, Admin). For example, we use a field to track fixed monthly rate by client or annual price for tax returns which the stafff memebrs do not need to see.
Duplicate task sections
Now, you can duplicate a task section within a project, so you don't have to recreate it. This makes it easier to build out your new workflows and sections. |
A
It would be really nice if we can get an option to duplicate the section to other client projects. This would be very helpful down the road if we come up with a new section (i.e. Processing Steps for Tax Return OR E-filing steps) in a project that could be applied to other existing client projects. I am visioning an option in the same list above that could say "Copy Section to multiple clients" and when we click on it, we would get a window pop-up where in 1st step we can choose clients and then, in 2nd step we get a drop down next to each clients chosen which gives us an otion to choose the existing projects.
Sharing Workflow Templates With other firms
Now when viewing a template inside Financial Cents you will see a "Share Template" button, where you can easily copy a link and share it with other firms.
When sharing a template, you can choose to include the tasks, client tasks, automations, email templates, task descriptions, and resources.
When you share the link with people, and they click it, they can view the details of the template, as shown below.
- If they are a current FC user, they can easily add the template to their account with one click.
- If they aren't users, they can sign up and have it automatically added to their account!
