This month brings a redesigned e-invoicing tab with clearer client statuses, a much smarter client list search, personalised bulk invitations, and the ability to assign several integrations at once. Here's what's new.
New features
Find any client with advanced search
The Client list search is no longer limited to strict, exact-word matches:
Search and filter across multiple client statuses at the same time, for example Active and Invited together.
Find clients even if you don't type their exact full legal name.
Your search filters now tie directly into bulk actions, so you can apply updates to a targeted group of clients in one go.
Personalise your bulk invitation message
When inviting clients in bulk, you can now customise the invitation message they receive, instead of relying on the fixed default text. A personal touch, at scale.
Assign several integrations to clients at once
The bulk integration tool now lets you select multiple integrations in the Add integration for client modal and assign them all in a single action. Once you save, Banqup applies all the chosen integrations to your selected clients at once, speeding up client setup considerably.
Improvements
Renew accounting software connections whenever you want
For extensions that link Banqup to accounting software through a secure sign-in, you can now renew or change that sign-in at any time, for example to connect with a different account of the accounting software. No need to wait for the connection to expire or fail, and existing configuration settings are kept. This also works for the application templates you manage for your clients.
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.