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FAQ's

Frequently asked questions about Financial Cents

10 articles
Shahram Zarshenas avatar
Written by Shahram Zarshenas

How long does it take for a project to recur?

Why haven't my projects recurred yet
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Written by Shahram Zarshenas. Updated over a week ago

What happens when I remove a user on the annual subscription?

Will I get a credit when I remove a user on the annual plan?
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Written by Shahram Zarshenas. Updated over a week ago

How to track prospects and leads in Financial Cents

Easily track leads through the sales process in Financial Cents
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Written by Shahram Zarshenas. Updated over a week ago

Setting Up Custom User Permissions

Restrict what certain users can see and do in Financial Cents
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Written by Shahram Zarshenas. Updated over a week ago

How to remove a team member

How to remove a team member, what happens to their information, how to reassign their work to someone else
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Written by Shahram Zarshenas. Updated over a week ago

Import your client list with a CSV file

Easily import your clients in seconds with a CSV or excel file
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Written by Shahram Zarshenas. Updated over a week ago

How to set up monthly recurring engagements or record a flat fee charge

A quick guide on how to record your monthly engagements or flat fee charges in Financial Cents (flat fee or value pricing)
Shahram Zarshenas avatar
Written by Shahram Zarshenas. Updated over a week ago

FAQ's

Frequently asked questions about Financial Cents
Shahram Zarshenas avatar
Written by Shahram Zarshenas. Updated over a week ago

Can I export my data from Financial Cents?

How to export your data from Financial Cents
Shahram Zarshenas avatar
Written by Shahram Zarshenas. Updated over a week ago

Marking clients inactive

Mark your clients inactive in Financial Cents
Shahram Zarshenas avatar
Written by Shahram Zarshenas. Updated over a week ago