Welcome to our latest update! We've been hard at work improving Banqup to make your financial management easier and more efficient. Here's what's new this month:
New features
New Insights app for client overview
Accounting partners can now access a centralised dashboard that shows activity and document status across all clients. This makes it easier to monitor your portfolio and identify clients who may need attention.
Deactivate users
You can deactivate users without deleting them. This helps you momentarily take away access from a user without deleting them. You can reactivate a user whenever you want.
Improvements
Delete multiple clients at once
Partners can now select and delete multiple draft, lost, or archived clients in a single action, making client list maintenance much faster.
Manage client documents with folders
When accessing client documents through the partner space, you can now create and manage folders to keep their files organized, just like in the business space.
Edit billing information for invited clients
Partners can now update billing details for clients who have accepted invitations, giving you more flexibility to manage client subscriptions. → Read more
Your feedback matters
Have suggestions for Banqup? We'd love to hear from you! Contact us through the messenger (located in the bottom right of this webpage) with your ideas and insights.