Improvements in the Partner Space

Accountants can now see clients’ documents

Accountants can access their clients' purchase invoices, sales invoices, enriched movement reports, and other documents directly in the Partner space, along with the corresponding accounting status.

Upload and delete other documents

Accountants can now upload and delete files in their clients' "Other documents" folder, making it easier to share additional documentation.

Smart client search

When adding a new client, accountants can search the client’s company (we look for it in the national and Banqup directories). Selecting a result automatically pre-fills the client's details, saving time and reducing errors.

Default billing preferences for new clients

Accountants can now set their payment preferences once and apply them to all future client invitations. Choose whether you’ll pay for client subscriptions yourself, and if so, select monthly or yearly billing. No need to configure these settings for each new client.