This year, we're working on some exciting new features to help streamline your work and further automate your business processes. With Q3 fast approaching, we're working hard to get these features into your hands to help ensure you can finish out the rest of the year strong.
Here's what's been released, what’s coming and what we’re working on in Q2 of 2022:
We recently launched a new mobile app experience in open beta. This release offers a sneak peek at the new app and provides testers a special opportunity to help guide its development by sharing your feedback. This release offers several exciting and highly-anticipated features, including:
In addition to these exciting features available in the current beta, we're working to introduce several more features this quarter to help you manage your client work on the go:
Accelo Payments is an automated payment service built to deliver an effortless digital payment experience for you and your clients. Last quarter, we offered a sneak peek to a few select organizations, and have been working with them to review and improve this new automated payment process. We've seen some great results, with organizations saving several days each month, and significantly reducing the number and severity of delinquent invoices. We're excited to launch Accelo Payments to all of our US-based users as part of an open beta release later this quarter.
Explore the powerful automation features that will be included in this release below.
Accelo Payments will automatically charge your clients for the invoices you raise in Accelo, saving you valuable time following up with clients and providing a more consistent and reliable cash flow. Payments will support all major credit cards as well as ACH in the United States.
Accelo Payments makes it easy to stay on top of individual invoices with its detailed payment statuses: Payment Scheduled, Payment Not Scheduled, Payment Declined or Paid. The clear descriptions make it easy to understand how the invoice got to that point and help you quickly determine the date payment is scheduled for, why a payment was declined and more.
In addition to automating the payments themselves, Accelo Payments offers a new dashboard focused entirely on the payments you've received and the fees you've paid and makes it easy to reconcile the two. This dashboard provides a detailed and customizable log of all your transactions and their fees.
We're currently targeting June for the Payments open beta release.
When it comes to communicating with your clients, email is king. Through Accelo’s email capture, this popular communication method also offers an automated way to track your team’s time and provides a complete client communication history in the Activity Stream.
To offer this service, Accelo employs an email-sending network that handles the heavy lifting of delivering the message. This network does a great job of getting the email to its recipient but has some limitations because it is separate from your existing email account.
The new email-sending service is intended to provide additional security and reliability by plugging your Accelo emails directly into your existing email account. For users who have integrated their Google or Microsoft 365 account, the email-sending service will send outgoing emails directly from that account. By doing so, the message will automatically apply your existing security settings for protocols like SPF, DKIM and DMARC, providing additional security and reliability that your email will be delivered successfully.
Additionally, because these emails will be sent from your account, they will appear in your Sent Items folder, the same as if you'd sent them directly from Gmail or Microsoft 365. For users who haven't integrated their email, emails from Accelo will continue to function exactly as they have in the past.
Work on the email-sending service is already underway, and the release is currently targeted for Q3.
Get the latest product information and engage with other Accelo users and support in the Accelo Community. Filled with insightful discussions, support Q and As, product updates and blogs, the Community helps you find the best ways to use Accelo to manage your client work. Connect with other professional service providers to share ideas and learn ways that they have successfully managed their client work.
