What's new in the Console? - July 2023

Manage the activation of clients thanks to the My invitations menu

By going to the My invitations menu, you get a list of invitations sent out. Click any invitation to see where the client is in the onboarding process. Now you'll always know the status of your invitations.

There are 5 statuses in the timeline of events: 

• Invitation created - Your invitation was created in the system.
• Delivery in progress - Your invitation is being delivered to your client.
• Invitation sent - Your client has received your invitation.
• Onboarding - Your client is yet to create their account.
• Onboarded - You're all set and can start receiving your client's documents.

Keep an eye on the number of inbound and outbound invoices in progress

There are now 2 separate columns for accounts payable and accounts receivable currently in progress. That way, you can quickly see the number and type of documents you still need to receive from your clients.