A new section of helpful resources and videos that will allow your team to quickly learn and get the most out of Financial Cents!

Now when multiple actions that trigger a notification happen within a short period of time, it will be grouped into a single notification. This will reduce the notifications you get and make them more manageable.

This is related to the following notifications below.

• When a client uploads documents
• When a client sends you a chat
• When a client completes a task
• When you get assigned projects
• When you get assigned a task
• When there are multiple comments on a task you participate in

Now we have the ability to organize your documents into folders on your client's profile. 

This will allow you to store all your documents inside Financial Cents instead of other apps. Keeping your firm more organized and making it easier for your team to quickly access the documents when they need them.

To learn more about this new feature, watch the video below!

FAQ's

• Is there a storage limit? Nope, you have unlimited storage?
• What kind of files can I upload? All files (excel, word, CSV, images, videos, etc)
• The is the max file size I can upload?

Finding important client information just got easier with the new client database!

Now on your client dashboard, you can view all your clients with contact information and custom fields in one simple view. 

You can also customize the client database by clicking the Gear icon and selecting the custom fields you want to display. 

If you haven't set up your custom fields you can learn more about them here. 

The effective hourly rate is now its report. The effective hourly rate helps you identify which clients on a fixed fee or monthly engagement are over budget and killing your firm's profitability. You can use the data to understand how underpriced your services are and re-adjust your rates to boost your firm's profitability. 

Now you can run your effective hourly rate report for custom date ranges. For example, now you can see your effective hourly rate for each client for a specific:

• Month
• Quarter
• Year 
• Or more!

With this new update, we will be able to add even more functionality in the near future to drive more profitability in your firm.