Now, when you invite new team members to Financial Cents, you can select the features on which you want them to be trained.

When they accept the invite to Financial Cents, they will then see a page with short training modules for the feature you selected. They will then be required to watch the tutorial video and complete an action to prove they understand how the feature works and complete the training module.

We just released a huge new update to your FC workflows! Now you have the ability to create more robust workflows with Task Sections! It also comes with a few updates that have been in high demand from our firms!

• The ability to expand a tasks to display it’s subtasks without having to click into the task
• The ability to rename or delete a tasks without having to click into the task
• The ability to add automations on the sections instead of just the tasks
• The ability to collapse a section of tasks
• The ability to drag the sections into a different order.

This is just the beginning, this new functionality will allow us to offer more advanced automations that will enable you to streamline and automate more processes in your firm!

Stay tuned!

Now, documents stored on the client's profile can easily be accessed within a project. 

This better centralizes all your documents, making it easier for your team to find all the files they need on the work itself!

You can find them by clicking the Client Files tab withing the Files tab on a project. (shown below)

Now, it is easier to manage all your integrations in Financial Cents with our new integrations page! Check it out for yourself by going to Settings > Integrations.

Now, all documents, including the attachments on a project, task, or client task are automatically stored on the client's profile to make them easier to find. 

Even better, you can use the search bar to search across all the projects for a specific document, making it simple to find the documents you need! 

You can find them by clicking the "Project Files" tab in the image below.