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September events, guide updates and read receipts

15th Aug 2019
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senta
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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.

Bristol


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.

To view the video, click here.

New features

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.

Read receipts

If you need any help or advice on using any features, contact Senta Support and they’ll be happy to assist you.

Upcoming features

  • 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.