This month your Partner Space gets a sidebar to move between apps and one place for all your settings. Client document lists show many more columns, client documents can go to Pivot, and bulk actions on the client list can now cover every client that matches your filters. Here's what's new.
New features
A sidebar and one place for your settings
A sidebar on the left takes you between Home, your Favorite apps, and See all apps for everything else. Collapse it to icons when you need more room: Banqup remembers your choice. The app launcher in the top bar is gone.
Your Home page keeps the Favorite apps widget next to your to-dos.
Click your name or space at the top right and choose Settings. Everything is grouped in three sections:
Personal settings: your profile and your favourite apps.
Organization: your firm's company details and branding.
Administration: Team, Extensions, external applications and Subscriptions. Subscriptions has a For clients tab for the plans you manage for your clients.
More columns in your client documents
The document tables in your Partner Space show the same details as in your clients' own space.
Sales and purchase invoices: payment method, delivery status, purchase order reference, buyer reference, validation service status, contract and invoice references, created or received date, and the electronic address used to send or receive the invoice.
Purchase receipts: net amount, purchase category, total VAT, supplier, labels and created date.
Export client documents to Pivot
A Pivot app is available in the Banqup Store of your Partner Space. Install it once with your Pivot account details, then switch it on per client: their approved purchase invoices are sent to Pivot as PDF files, linked to the matching purchase order when the invoice mentions one. Each client can go to its own Pivot subsidiary.
Improvements
Bulk actions on every client that matches your filters
On the Client list, Select all works for Add team members and Add integrations too. Assign a team member or attach an accounting integration to hundreds or thousands of clients, or to a filtered selection, in one action instead of page by page. → Read more
All your clients in Client documents
The client list in Client documents has pages, with 200 clients per page, so firms with a large portfolio can reach every client. → Read more
Client comments, separate from the activity history
In a client's document details, Comments have their own section, apart from the automatic activity log, so you can read what your client wrote without searching through status changes. → Read more
Pick the Exact Online company and Zenvoices administration from a list
When you set up Exact Online or Zenvoices for a client, you choose the company or administration by name from an alphabetical list, instead of typing a code. Existing connections keep working. → Read more
Also new in your clients' spaces
When you open a client's space, you get the new sidebar and settings there too. Worth knowing this month: invoices are now sent through a Finalize step that shows the delivery channel before sending, invoices can carry discounts and charges, and payment matches can be accepted straight from the invoice lists. Your clients' administrators also have a Partners page in their settings, where they see the partners linked to their space, including your firm, and can remove a link.
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.