Cone Monthly Digest: May 2025

Your monthly roundup of the latest features and enhancements designed to make your work as an accountant or bookkeeper even more seamless, collaborative, and efficient. Here’s what’s new in Cone, dive in and discover how these updates can empower your practice!

🔗 Integrations & Connectivity

• Custom Storage Integration
  Effortlessly connect Cone with Google Drive and Microsoft Sharepoint. Now you can centralize your document storage, making collaboration and file management even smoother for your team and clients. Learn more

💸 Billing & Payments

• Automatic payment reconciliation
  Save hours every month with automatic payment reconciliation for Xero and QuickBooks Online (QBO). This means less manual work and more accurate, up-to-date books
• Streamlined billing settings
  All your billing-related settings are now accessible from a single, unified page. No more hunting for preferences—manage everything billing in one place
• Collect payment details via email
  Request and collect customer payment details directly through email, securely within Cone. This simplifies onboarding and speeds up your payment cycles. Learn more
• Billing enhancements
  Invoice un-billed items or services directly from the invoice page. Capture every billable moment and ensure nothing slips through the cracks

📄 Client Requests

• E-sign client request enhancements
  When requesting e-signatures from clients, you can now specify additional fields—making it easy to gather all the information you need in one go

📢 Notifications & Communication

• Additional notification emails
  Keep everyone in the loop with more granular notification options. Whether it’s team updates or client actions, you’ll never miss a beat. Learn more
• File upload notifications
  Instantly receive notifications when clients upload files via the client portal. Stay on top of document submissions and accelerate your workflows

📋 Practice Management

• Task-level reminders
  Set reminders at the task level within projects and templates. Never miss a deadline or important step again
• Project closure enhancements
  Now you can close all tasks in a project with a single action when ending the project—making project wrap-up faster and more organized

What’s in It for You?

• More time for high-value work: Automate routine tasks and reduce manual data entry
• Better collaboration: Enhanced integrations and notifications keep your team and clients aligned
• Improved cash flow: Streamlined billing and payment collection features help you get paid faster

Try the new features today!