New Features: Client Portal & Live Reports
Today we’re announcing the launch of our new client portal and a redesigned reporting module. This new set of features will allow your clients to securely access invoices and shared reports.
Up until now you were only able to share invoices with your clients via email or permalinks. Now, your clients will be able to login securely to the client portal and view all their invoice history in one place. To give access to your clients simply edit their record and click on the “Has Access” checkbox to create their user account. The login information can be emailed to your client directly from Paymo.
We also have some exciting features for reports. The reporting module has been redesigned and some new concepts were introduced:
- Private & shared reports from now on you will be able to share reports with your clients, the shared reports will show up in the client portal. You will also be able to share reports with clients via permalinks just like invoices
- Static reports offer you a snapshot of your timesheet data at a particular moment in time. This is the type of report that was generated until now by the old reporting module. All these reports can now be stored forever in Paymo for yourself or your clients.
- Live reports offer you up to date information about your timesheets, they are generated each time someone views the live report. If you share live reports with your clients they will be able to see live progress for their projects as work gets done. (if you’ve used Presets in the past please convert these to live reports, presets will be phased out in the near future).
- Redesigned reports module - we streamlined the layout of the report creation page and introduced a report page list view for easy access to your stored reports.
We hope you will enjoy these new features, if you have any questions or feedback please comment here or use the contact form on our website.
We’ve introduced two new features that allows you to “Edit/Save” and “Save As” any report you create. It seems that our decision to not introduce these features was a rushed decision that made some people unhappy with the new reporting tool. After receiving a lot of constructive feedback (thank you!) we quickly took the decision to build the editing features.
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