M
Monastery Bookkeeping , LLC
One of our clients recently pointed out a usability issue that I think would benefit every firm using Financial Cents.
From the bookkeeper's view, we can immediately identify:
Transactions waiting on the client
Transactions that are ready for review
Which items have already been answered
However, from the client portal, clients only see a list of transaction questions and a red notification badge (for example, "6"), but they have no way of knowing which six transactions the badge is referring to.
After a client responds to a transaction question, that transaction continues to appear in the list looking essentially the same as one that still needs a response. As more questions accumulate, clients become unsure which items still require action and which are simply waiting for their bookkeeper to review.
Some possible improvements:
Add a status indicator such as:
Awaiting Your Response
Response Submitted
Reviewed / Complete
Add a "Needs Your Attention" filter.
Visually highlight unanswered transaction questions.
Remove answered items from the client's default view until additional information is requested.
This small enhancement would make the client portal much more intuitive, reduce client confusion, and likely reduce support questions for firms.