🎬 Missed Our Thursday Webinar?
Don't worry! Watch this webinar featuring Safari Portal's upcoming invoicing and financials release! The first 15 minutes are the webinar itself, and the rest is a great Q&A🌟
🚀 Pro Tip: All of our mini-training sessions are available via the Help Center in the Webinar Library section.
Quick Takeaways:
- Sarah and Rachel kicked off the webinar by introducing Safari Portal’s new financial and invoicing dashboard, designed to enhance the platform’s financial management capabilities for users.
- Team introductions included Tato Beqtashashvili, Director of Product Design at Safari Portal, and Rob Smith from Flowbright, Safari Portal’s payment partner.
- The new financial and invoicing dashboard is described as a “whole new level” of functionality, aiming to address users’ needs for reliable, centralized financial tools.
- The dashboard includes features for generating invoices directly within Safari Portal, reducing the need for external financial software.
- Users will be able to track payments and manage billing in real-time, with insights into outstanding balances and transaction histories.
- Integration with Flowbright will support a smooth payment process for clients, adding convenience and flexibility to billing.
- Rob Smith explained how Flowbright's payment solutions will align with Safari Portal’s invoicing tools, enabling users to process payments directly within the platform. Rob also highlighted the security measures in place to protect financial transactions, ensuring that both users and their clients can trust the system's reliability. He emphasized that this partnership is designed to enhance Safari Portal's financial management capabilities, making it easier for users to handle invoicing and payments efficiently.
- Development is already underway for the financial dashboard, with plans to release initial versions soon and continue adding more detailed functionality over time.
đź“Ś Keep an eye on our Notice Board for new and upcoming releases!Â