Categories
- Categories
- All
- New feature
- Improvement
- Fix
- Maintenance
- Announcement
- Coming soon
Emails triggered by tasks for workflow templates
Now, you can add the task automation that sends an email to a client when a task is completed to workflow templates. Which will make it easier to apply this automation to your work at scale.
Filter by accounting period
After popular demand, you can now filter your workflow view by the accounting period! |
A
Please add this filter in the "Task" view.
Notifications for client emails triggered by tasks
Now, when an email is automatically triggered to be sent to a client after a task is completed, you will be warned in Financial Cents. |
Customize the client task email on templates
Now, you can customize the client task email on templates making it easy to customize the request email at scale. |
Email Drafts
Now, when writing a new email or replying to an email, you can save the email as a draft. Making it easier to come back to the unfinished email and send it at a later time.
