This month you can archive clients in bulk and export client documents to SharePoint. Bulk actions on the client list handle up to a thousand clients without slowing down, and reseller and referral partners can see their clients' Peppol status. Here's what's new.
New features
Archive several clients at once
Select the clients you want to archive on the Client list and use Archive clients to archive them in one action. Bulk archiving works for clients with the status Active or Lost, which makes offboarding a group of clients, or tidying up your active client directory, a single step instead of one client at a time.
Export client documents to SharePoint
A SharePoint app is available in the Banqup Store. Connect it and your clients' invoices are uploaded automatically to the SharePoint location you choose, so the accounting records you process in Banqup are stored and searchable inside the Microsoft environment your firm already uses.
Improvements
Bulk actions that keep up with large client lists
Inviting, deleting, archiving, activating for Peppol or confirming mandates for a large selection of clients no longer slows your browser down. Each bulk action on the Client list handles up to 1,000 clients in one run, so you can work through your whole filtered list at once. → Read more
Your search and filters stay put when you switch tabs
In Clients and Client documents, moving between tabs such as Active and Inactive keeps your search term and your filters. The tab counters follow your filters, so they show how many clients or documents match what you are looking for, and the search bar sits above the tabs to make that clear. → 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: documents and Insights can be filtered by currency, Banqup proposes an existing business partner instead of letting a duplicate be created, and automatic matching in Transaction radar recognises invoice numbers even when the payment reference carries extra text. Every user, in a Partner Space too, can also get a daily or weekly summary of their to-dos by email from My user profile.
Your feedback matters
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