Uncategorized Transactions
Ability to manage uncategorized transactions in Financial Cents through our portal with the client and push change to QBO
Categories
- Categories
- All
- New feature
- Improvement
- Fix
- Maintenance
- Announcement
- Coming soon
Hidden dependent tasks
Due to feedback, we now hide the dependent tasks from the consolidated "Task" view in the left navigation bar to declutter the view for your team
ReCat - Uncategorized Transactions
The moment we have all been waiting for is here! Now, you can easily pull uncategorized transactions from QuickBooks Online, ask clients about the transactions, and update them all from within Financial Cents!
This will save your team hours every week. Never download transactions into a spreadsheet and chase down your client for a response again!
We are also running a special promotion for the month of March. The first 100 firms to implement the feature will get it free for 2 months. You can learn more about this feature and pricing in this article.
Bulk Download Documents
Now, you can easily bulk download documents and even folders inside Financial Cents.
Move documents in bulk
Now, you can easily move multiple documents at once to a different folder. You can do this by selecting multiple documents and dragging them into another folder or using the folder tree (shown below) to move them to a folder deeper in your folder structure.
A
excellent!
Push changes to future recurrences
Now, when you update a task, client task, or resource on a project that already has future recurrences created, you will see a message to apply those same changes to those recurrences already created.
