Confetti Party for clients in the portal

Now when clients complete their tasks in the client portal they will get a confetti party to encourage them to continue to complete their requests.

Improvement

a year ago

ReCat Updates

We released a bunch of updates to ReCat, which makes managing uncategorized transactions easy. Now you can select the:

Class
Taxes Code
Billable Status
Project

On the transactions from within Financial Cents. We have a lot more updates coming to this feature over the next few weeks. You can learn more about the feature in this article.

New feature

a year ago

Automate work creation in FC with Zapier

Now you can trigger a project to be automatically created in Financial Cents with Zapier. For example, this can automate work to be created in FC when a proposal is signed, or a form is filled out by a client. The possibilities are endless.

Here is an article with more examples and actual guides on how to set this automation up for your firm.

New feature

a year ago

Document management updates

Remove that extra page where they have to select their profile if they have one one account when you first click documents -> take them directly into the folders unless they have more than one client
The ability to not notify a client when sharing and specify who gets notified on the team. Show a dialog that asks whether we should notify contacts
Have the portal branding on the shared folder and file notifications.
When you duplicate a folder structure to clients the ability to auto share those folders as well so they don't have to go into each client to do it

Client Management

10 April 2024

Document management updates

Remove that extra page where they have to select their profile if they have one one account when you first click documents -> take them directly into the folders unless they have more than one client
The ability to not notify a client when sharing and specify who gets notified on the team. Show a dialog that asks whether we should notify contacts
Have the portal branding on the shared folder and file notifications.
When you duplicate a folder structure to clients the ability to auto share those folders as well so they don't have to go into each client to do it

Improvement

a year ago

Improvements to Folder Sharing Notifications

After quite a bit of feedback from our users, we have released several big improvements to folder sharing notifications!

You can choose not to notify clients when you add documents to a shared folder
You can decide which team members get notified when a client uploads a document to a shared folder
And lastly, you can choose not to notify a client when you initially share a folder with them