Cone’s latest updates help you work smarter—offering more flexible proposals, streamlined billing, and seamless integrations. Get more done, serve clients better, and keep your practice running smoothly with these powerful new features

✨ What’s new in June?

• Multiple pricing packages: Offer clients flexible options in a single proposal for faster, easier decisions. Learn more
• E-sign custom fields: Specify additional custom fields to fill with e-signature client requests
• QBO payments reconciliation: Effortlessly sync and reconcile QuickBooks Online payments for accurate books
• Client billing schedule: View and manage billing schedules for each client. Learn more
• Signature certificate for proposals: Instantly view signature certificates within your proposal dashboard for added transparency. See how
• OneDrive integration: Connect your favorite cloud storage—seamlessly attach and manage files from OneDrive
• Persistent filters: Save time by keeping your preferred filters active, even as you navigate different views
• Billing enhancements
  - Easily bill a milestone service without future date. See how
  - Filter clients by payment method status

• Email enhancements: Send customized emails with invoice cancelation and client portal invite
• Service mapping QBO integration: Use services/products for precise account mapping with QuickBooks Online
• Invoice public preview status: Instantly check invoice status in public preview mode

Ready to explore these updates? Dive in now or check out our Help center for step-by-step guides

Hey there,

We’re excited to introduce a powerful new way to win more clients and streamline your proposals—Multiple Pricing Packages in Proposals

Now you can easily present several package options (like Bronze, Silver, and Gold) within a single proposal. Highlight your recommended package, customize details, and give your clients the flexibility to compare, select, and sign off on the option that best fits their needs—all in one seamless experience

Benefits

• Offer tailored options to suit different client budgets and requirements
• Highlight your recommended package for easier decision-making
• Control what details your clients see for a polished, professional presentation
• Speed up approvals and close deals faster

Ready to try it out? Head to the Services section in your next proposal and enable Packages to get started!

Hey there,

Now you can manage all your client billing in one place. Here’s what you’ll love

• See all billable items—proposals, recurring invoices, and projects—in a single dashboard
• Automated billing for scheduled items, so you never miss a deadline
• Instantly track billed, scheduled, and unbilled work
• Drill into any date to view totals and client details for better cash flow forecasting

Try it out now to save time, reduce errors, and get paid faster!

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!

You can now specify extra email addresses—at both the account and client level—to automatically receive notifications for proposals, client requests, and invoices

Why you’ll love it:

• No more missed updates: Ensure your finance, billing, or operations teams get notified instantly, every time
• Seamless client collaboration: Let your clients add accounting or receipts emails for smoother workflows
• Fewer manual steps: Notifications go straight to the right inboxes—no need for manual forwarding

Head to Settings > Emails and Reminders to set it up

You can now connect your existing cloud storage—like Google Drive and SharePoint—directly to Cone. Manage, organize, and access all your client files and uploads within your preferred platform, keeping everything in sync and secure

Why you’ll love it:

• Centralize your files: Seamlessly connect Google Drive or SharePoint and keep all your documents in one place
• Automatic organization: Let Cone create and manage client folders for you, or map to your existing folder structure
• Frictionless sharing: Instantly embed and share files from your storage in proposals and templates—no more manual uploads
• Client-friendly: Clients can upload files via the portal, with everything syncing straight to your mapped folders
• Full control: Easily manage or disconnect integrations whenever you need.

Get started by heading to Settings > Integrations

We’re excited to introduce the Surcharge Fee feature in Cone - designed to help accounting and bookkeeping firms take control of credit card processing costs and boost profitability.

It's available for firms in the US, Canada, and Australia

Key benefits

• Easy setup: Enable surcharges in just a few clicks within your billing settings - no complex configurations required
• Automatic application: The surcharge fee is automatically added for both single and recurring payments, saving you time and manual effort
• Transparent for clients: Surcharges appear as a separate line item in proposals and invoices, keeping everything clear and compliant

• Recover lost revenue: Offset the impact of credit card processing fees and protect your profit margins-especially valuable for higher-ticket invoices

See it in action below 👇

Why use surcharge fees?

Credit card processing fees can quickly erode profits, particularly for firms handling large or frequent transactions. By enabling surcharge fees, you ensure that those who choose the convenience of credit card payments cover the associated costs, allowing your business to remain competitive without raising prices across the board

Hi there,

With Custom fields, you can now tailor Cone to fit your unique business needs by adding personalized data fields to any entity—whether it’s contacts, projects, deals, or more. Effortlessly capture and organize the information that matters most to you, filter and report on your custom data, and even personalize proposals with dynamic placeholders

Why you’ll love custom fields:

• Store and track information unique to your workflow, beyond default fields
• Filter, search, and segment your data using your own criteria
• Personalize proposals and emails by auto-filling custom data
• Adapt Cone to your business processes for greater flexibility and efficiency

Learn more about custom fields here

Experience a new level of control and personalization in Cone—get started with custom fields today!

Hey there,

We’ve enhanced how invoice numbers work when using Cone with QuickBooks Online (QBO) — giving you better control and flexibility to match your accounting preferences

🎯 Choose how invoice numbers are managed
By default, Cone uses QBO’s invoice numbers. But now, you decide how your invoices get numbered

✅ Three flexible ways to manage invoice numbers

1. Use QBO’s auto-generated numbering (default)
   — Let QBO handle the invoice numbering automatically based on your predefined sequence
2. Use QBO’s custom transaction number setting
   — Enable custom transactions numbers in QBO and manually assign numbers there. Cone will pick up and sync the updates automatically
3. Let Cone generate invoice numbers
   — Prefer to manage your numbering directly in Cone? Enable this, and Cone will create invoice numbers that sync directly to QBO

🔄 Automatic syncing
Once set up, invoice numbers are kept in sync—whether updated manually in QBO or generated through Cone

📌 Why this matters

• Align invoice management with your accounting preferences
• Avoid duplicated or missing invoice numbers
• Keep both systems up to date with real-time invoice number syncing

Hey there,

Cone's proposal PDF customization feature ensures your exported proposals are:

• Tailored to your style and structure needs
• Easy to read and visually clear for your clients
• Consistent across different projects

Whether you're preparing a detailed breakdown or a high-level overview, you'll be able to adjust how sections are displayed — all without leaving the editor