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Realization & profitability reports
We just released a new realization report that will not only help you track how effective you are at billing your clients but also track profitability by:
- Client
- Team member
- Project
- Service item
You can learn more about this report and how it works here.
Paste a list of items to create a client task list
Now you can paste a list of client tasks into Financial Cents from Excel, Word, or other apps, just like with team tasks!
Note: You have to Disable Wizard mode for this to work
Update to recurring docs on projects
Now, by default, documents attached to projects no longer automatically recur with them. You can still configure them to recur with the project manually. |
Accounts receivable report
Now, you can easily track outstanding invoices in our aging accounts receivable report. You can also click the dollar amounts in each stage for a client to view the exact invoices and send reminders to that client. You can find this new report under the reports tab. |
Auto-pin emails when sending them from a project
Now, emails are automatically pinned to the client's project if sent to the client while inside the project. |
