Welcome to this update for August 2019 from the Senta support team.
This month’s shot is from Hannah in the marketing team, we’ve been lucky to have some beautiful weather in Bristol recently.
Visit Senta this September
Come and say hi - we are exhibiting at two events this September!
Professional Accountancy - 18th and 19th September
This September we have a stand at Professional Accountancy, a brand new exhibition at the NEC in Birmingham.
We’d like to invite you and your colleagues to come and visit us at STAND C50. We are also offering a unique code to get yourself a FREE CPD course which is worth £29! The unique code is PA19SENTA. All you have to do is enter it at the checkout at profaccountancy.com
Accountex Summit North - 10th September
Come and see us at stand 15!
If you haven’t got yourself a ticket yet you can register through http://bit.ly/ASNtickets - Bear in mind that tickets are limited, so make sure you register now to secure your place.
Guide updates: Date offsets, key dates, and pivotal dates
We recently released a new video guide which gives a detailed breakdown of how to use date offsets, key dates, and pivotal dates. The video includes an example of using all of these features to set up a job. We hope you find this helpful when it comes to customising your own jobs within Senta.
This month the development team has been working hard on new features for the client portal, which we hope to release for beta testing in the next few weeks. In the meantime we hope you enjoy a new mini-feature we have just released:
Portal documents now show read receipts
Recently we rolled out a read receipts feature for emails, which we have now extended to include client documents. If you have uploaded a document for your client to view in the portal, you will now be able to see whether the client has viewed that document or not. If the document has been viewed, it will show two blue ticks.
If you need any help or advice on using any features, contact Senta Support and they’ll be happy to assist you.
Reporting & KPIs - a variety of new charts & visualisations
Improved client onboarding - professional clearance, engagement letters and onscreen engagement
Client profitability tools - reporting on which clients are the most profitable and benchmarking clients of similar types
Improved notifications - choose which notifications you receive and get them by email too
Adding ad hoc tasks to jobs in progress - offers more flexibility in the way your jobs run
Practice inbox - view any incoming practice emails and triage them accordingly
We are always interested to hear your thoughts on Senta - if you have any feedback, please get in touch with us at Senta Support.