Brought to you by
Dext logo

Dext provide digital tools that help accountants and bookkeepers like you to automatically and intelligently process and analyse financial data.

Save content
Have you found this content useful? Use the button above to save it to your profile.

Receipt Bank launches our new user interface

27th Mar 2015
Brought to you by
Dext logo

Dext provide digital tools that help accountants and bookkeepers like you to automatically and intelligently process and analyse financial data.

Save content
Have you found this content useful? Use the button above to save it to your profile.

Over the past couple of months we have hinted at our new user interface (UI) and it is now available to all Receipt Bank partners.

This intuitive new look is designed to improve the efficiency of your workflow whilst adding a number of new features.

"We have always been feature led by Accountants and Bookkeepers," said Nelson Da Silva, Receipt Bank's UK Country Manager. "Receipt Bank has evolved through that feedback and giving Accountants and Bookkeepers a product that they want.

"Through that evolution, it has become a more complex piece of software and what we want to do with the new UI is strip it back – not in terms of the features – but of how intuitive we can make it."

As part of the roll-out, we will also introduce you to Practice Platform, our exciting new initiative aimed at maximising your practice productivity. Practice Platform is a real-time metric dashboard showing: Outstanding bookkeeping, urgency of this workload, efficiency of your clients and practice efficiency.

Over the next,  five weeks, Receipt Bank users will see a banner at the top of their account enabling them to try the new interface. You can opt-in and opt-out from your Account Settings as much as you like until the 1st of May, when the new look will become permanent.

To help our users ease into the transition, we are running a series of webinars for our Partners to guide you through the new interface and we’d love for you to join us. Simply register to one of the sessions that suits you, and we will walk you through it:

- Friday 27th March 2pm

- Thursday 2nd April 1pm

- Friday 10th April 11am

- Friday 17th April 11am

We are very excited to unveil these new developments and we can’t wait to hear what you think! If you have any questions about our new user interface, Practice Platform or these webinars please get in touch: [email protected]

Tags: