In connection with staying true to our mission statement, we are pleased to announce the release of our updated Client Portal. After receiving great feedback from our clients on the last release, we have added new features to our Accounts Payable, Accounts Receivable, Documents, and General Ledger queries.
New updates include enhancements to vendor lookup and reporting abilities, more reports associated with Unit Owner information and other important receivable data. Clients are also now able to upload invoices via a secure portal. Associations who are participating in our Proprietary “RoboSign” program will also see enhancements to functionality to make check approval more efficient and robust.
If you would like to have a demonstration of our Client Portal and all of its features please get in touch with your Staff Accountant and they will be happy to assist.