October and November have seen some of our partners make some very notable changes and improvements to their applications. We’ll take you through some of the highlights below.
Practice Ignition - "Client Self Service Feature"
Have you ever had clients ask you, why didn’t you let me know that my payment had failed?
If you have, now you don’t have to worry about that as Practice Ignition will automatically email the client on your behalf and notify them of their rejected payment. The client will then be able to “self-serve” and update their payment details to pay the invoice, all from the same screen. How cool is that! The best part is that you haven’t had to do a thing. Practice Ignition will notify you once the client has retried their payment.
If you as the accountant or bookkeeper and you want to see what the client see’s, you’re able to view the client retry payment page from within the rejected payment itself within the app.
You can still retry the payment yourself from the rejected payments list should you wish.
We think this is a fantastic change and one that will certainly remove those admin hours that occur when chasing up clients for rejected payments.
You can read more about the improvement here.
FYI Docs has released a bunch of awesome new features in November including:
To highlight one of the releases, we think this feature is a big step forward in not having to live between both XPM and FYI Docs, it’s timesheets.
Clarity Street was part of the beta testing for the timesheets feature and provided some valuable feedback on the usability of timesheets within FYI Docs. Now that the feature is general release this will remove one more reason to go back into XPM!
Timesheets can be accessed from your FYI client drawer and is a time clock icon at the top of the Drawer next to the quick task icon.
Once you have clicked on the time sheeting function you are able to select the client and the appropriate job that you wish to allocate your time and mark if it is billable or not. Note that if you are not allocated as a staff member already to that task, you will be automatically added saving you or someone else from having to add yourself manually within XPM.
Sign in with Xero
Many of you reading this may have seen the new Sign in with Xero feature pop up on the following applications, Practice Igntion, SuiteFiles, ServiceM8, Approval Max, Float, A2X and Waddle and wondered what this actually does? If you have ever used the sign in with Google or Facebook credentials feature’s then you would be familiar with how this function will operate. Essentially, you will use the credentials of your Xero login to be authorised to use the specific applications. This means one less password to remember, having said that, if you are using Practice Protect then you are already utilising a single sign on application and you don’t really have to worry about it!
The benefits to those that use this function will be reduced time in setting up the applications, as your Xero credentials will do this for you and even sign you up to a trial for the relevant apps, reduction in the number of passwords to remember and security as your Xero login is protected by mandatory dual factor authentication.
Stay tuned for our next blog with updates on the apps within our app stack and remember to get in touch with should you have any questions!
Clarity Street was conceived from years of engaging with Accounting firms on a daily basis and a constant desire to make Accounting firms & SME’s more efficient and profitable.