Over the last couple of months we’ve hinted about our new user interface and we’re delighted to announce it is now available to all Receipt Bank Partners!
This intuitive new look is designed to improve the efficiency of your workflow whilst adding a number of new features.
Over the next five weeks you’ll see a banner at the top of your account enabling you to try the new interface. You can opt-in and opt-out from your Account Settings as much as you like until the first week of May when the new look will become permanent.
We are running a series of webinars for our Partners to guide you through the new interface and we’d love for you to join us! Simply register to one of the sessions in a time zone that suits you, and we will walk you through it:
Australia & New Zealand (EST)
Friday 1 May 11am
Friday 8 May 11am
Friday 15 May 11am
UK & Europe
Friday 10th April 11am
Friday 17th April 11am
North America
Tuesday, April 28th, 12pm
Thursday, April 30th, 1pm
As part of these webinars, we will also introduce you to Practice Platform, our exciting new initiative aimed at maximising your practice productivity. The first Practice Platform feature we are rolling out is a dashboard, with real-time metrics showing:
- Outstanding bookkeeping
- Urgency of this workload
- Efficiency of your clients
We are very excited to unveil these new developments and we can’t wait to hear what you think! If you have any questions about our new user interface, Practice Platform or these webinars please get in touch: partners@receipt-bank.com
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