New features in the Partner Space

Save time on client configuration

You can now create client configuration templates that automatically apply your preferred settings when adding new clients.

A template defines key details such as who’s assigned to the client and which accounting integration to use for document exports. Once your templates are set up, you simply choose one when creating a new client. It works both when you add clients manually or import them in bulk via an Excel file.

This means you no longer have to repeat the same setup steps for each new client you add to Banqup. It ensures consistency and saves valuable time. You can also set a default template to apply automatically, and still edit or override settings for individual clients at any time.

New Insights tab

View the total number of client documents in each status at a glance for better tracking. Users can only see this information if they have the Client Manager role for a client.

Improvements in the Partner Space

Easier document management
You can now filter client documents in Client Documents to find what you need faster.