This month you can search your client list on identifiers instead of names alone, and client changes appear without refreshing the page. Here's what's new.
New features
Find a client by their identifier
The search on the Client list screen looks across several identifying fields, not just the client name. If you know a client's company number or another identifier but not the exact way their name is spelled in Banqup, you can still find them.
Improvements
Client information updates while you watch it
The Client list and Client details screens update themselves when something changes in the background, such as a client finishing their onboarding or a status moving on. No manual refresh needed to see where a client stands. → Read more
Also new in your clients' spaces
Most of this release landed in Banqup itself, which is where you work when you open a client's space. Worth knowing about this month: purchase documents can now go through a second approval step, purchase receipts can be approved in bulk, sales invoice drafts have their own tab, and invoices that arrive with errors can be corrected instead of staying blocked.
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.