All updates
Improvement
Client access and Finance record created in one go
When you give access to the client portal, you can now create the client's record in the same place: no more going back and forth between Settings and Finance.
Until now, “New client access” only offered clients already created in Finance › Clients. If the client did not exist, you had to close the window, create the record elsewhere, then come back. Everything now happens in a single window.
What changes
- “New client” unfolds the record on the spot: company name with a search in the official company register, address, SIREN, billing emails, language.
- Only the company name is required. Anything missing is asked for before the first invoice: a “To complete” marker reminds you in Finance › Clients.
- For a client that already exists, the record is shown and nothing needs retyping. A second contact of the same client can take the same sections as the first.
- You can link the client's properties in the same window, and see on the right what the client will see in their portal.
- The “Current access” table gains a “Finance record” column: complete, or to complete, with a link to the record.
- In Finance › Clients, a client's record shows their access to the client portal and the “Give access to the client portal” button.
The invitation is sent by email as soon as the access is created, and “Resend the invitation” sends it again. The code and the activation link are also shown at the end, for you to pass on yourself if needed. They are valid for 14 days.