New feature
2 years ago

Automatically trigger custom emails to clients when a task is completed

Now, you can automatically send custom emails to clients when a task is completed. Since you can customize the email with placeholders, the use cases for it are endless! You can find this under task automations within tasks. This feature will be a part of our new scale plan, which you can learn more about here.

Improvement
2 years ago

Client tasks red dot notification on workflow dashboard

Now when there is an unread message from the client there will be a red on the workflow dashboard to keep you in the loop.

Improvement
2 years ago

Service Items on Time Tracking Reports

Now, you can see the service items on the time entries in the detailed time tracking reports. You can also search by the service item to filter down the view or even sort the view by service item type.


Improvement
2 years ago

New data points for the Open API

We added a few data points to our Open API that enable you to create custom integrations with business intelligence tools, custom-built apps, and other apps in your tech stack. These include:

  • Triggering projects to be created in Financial Cents based on an action in another solution
  • Triggering clients to be created, updated, or deleted in our system or in another solution based on an action
  • Pulling raw data to create reports in other solutions based on projects that are open or completed in Financial Cents
Improvement
2 years ago

Advanced search for Client Notes

Now, you can search client notes by the body of the notes instead of just the title. We also do a smart search so you don't have to write the exact wording or spelling in the search bar because it will match based on relevance.