We have listened to our partners and decided to redesign our invoicing system so it works better for our partners. One of the many benefits of having both Wrkoo and ExchangeDefender teams working together, (more details in our next webinar on September 10th, 2019) is that we can take great ideas from all sorts of businesses and adapt them to serve our IT partners better. Specifically, new ExchangeDefender invoices will be grouped by client:
This will give you a clear indication of how many services each client is subscribed to, what type, amount, etc. For deeper dives by your CPA, you can filter and group by service and client so you can get exactly what you’re looking for (by default everything is sorted alphabetically, by the client):
And for the full details, just tap the title:
We’ll shortly be adding the ability to move services around, adjust titles, and for even more functionality as well as branding options you will have the ability to customize literally everything in your own Wrkoo portal.
Wrkoo and ExchangeDefender teams have been rolling out new features, listening to our partners needs, and you’re going to start seeing a lot of new features that result from that one-of-a-kind collaborative effort.
The best news though – as this is just a taste of what is coming – you’ll have to tune into our webinar on September 10th at NOON EDT. Trust us, you’re going to love what we’ve got coming!