Partner Area - Notifications

Idea suggested by Deborah Hughes 10 years ago

Is there anyway of adding a notifications function to the partners area. We spend a fair amount of time checking clients ClearBooks accounts to see if they have uploaded any information for us to review every month. It would be great if we could login and look at the partners area and then see some sort of flag, notification or anything to show us they have been into their account and made some changes.

Anyone else think this is a good function for us Accountants !!!

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2 Replies

Hi Deborah,

This sounds like a very good idea since it would give you a better indication about what is going on in your accounts. It seems like only a small change to make, so once the developers get some of the larger projects out of the way I'm sure they can look into this for you. The more support it gets, the more chance there is of it being added soon..

Thank you for the suggestion and hopefully we will receive many likes on this one!

Simone

10 years ago

Hi Deborah & Simone

Similar requests have been made in the past and just having a name & "last login date", would give an immediate degree of comfort or risk that the client was keeping up to date.

Other systems enable alerts so that, you can see clients who have perhaps not uploaded a bank statement for a few weeks or who have paid dividends in excess of profits and others enable clients to leave messages for the accountant or bookkeeper.

Cloud accounting makes client collaboration many times easier and more efficient than desk-bound stuff and these sort of features would improve it even more.

10 years ago

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