{"id":70529,"date":"2022-11-30T16:31:05","date_gmt":"2022-11-30T15:31:05","guid":{"rendered":"https:\/\/blog.hellotax.com\/blog\/?p=70529"},"modified":"2022-11-30T16:38:08","modified_gmt":"2022-11-30T15:38:08","slug":"enhancements-to-our-hellotax-partner-portal","status":"publish","type":"post","link":"https:\/\/hellotax.com\/blog\/enhancements-to-our-hellotax-partner-portal\/","title":{"rendered":"Enhancements to our hellotax Partner Portal"},"content":{"rendered":"\n<p><strong>As a follow-up to our latest Partner Portal updates, which allowed partners to manage several accounts and subscriptions more easily, we have been working on further developments.<\/strong><\/p>\n\n\n\n<p>To give you a brief overview of our Partner Portal, it&#8217;s a centralized hub where our agency partners can:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Access sales data from their clients, who are integrated into our system<\/li><li>View and pay the new VAT returns of their clients<\/li><li>Get an overview of all with <a href=\"https:\/\/hellotax.com\/\">hellotax<\/a> integrated clients and their current VAT status<\/li><\/ul>\n\n\n\n<p>If you are not a partner yet, please click here to <a href=\"https:\/\/hellotax.com\/become-a-partner?utm_medium=cpc&amp;utm_source=google&amp;utm_campaign=9937042056\">become a partner<\/a>.The following additions have been developed after our latest developments, which we described in this <a href=\"https:\/\/hellotax.com\/blog\/improvements-in-our-hellotax-partner-portal\/\">blog post<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-new-vat-return-menu\">New VAT return menu<\/h3>\n\n\n\n<p>In order to improve the quality of Partner Portal to better monitor client accounts we have developed additional VAT Numbers menu in the Partner Portal. With developed functionality partners will be able to easily monitor and update client\u2019s active and deleted VAT numbers with their validity dates and additional important data.<\/p>\n\n\n\n<p class=\"has-text-align-center\"><img decoding=\"async\" width=\"602\" height=\"252\" src=\"https:\/\/lh6.googleusercontent.com\/mCOKoyitDulHwV330hQ4Ah7w6O3RSKW9wIhXBb9B1QcNXcxeKe1ecMejVw0MhGkwmRc_-52qwk7lVIpMyylZgGVt6AkBSvJthZIr0_gT5n9houcB36hrWQ7OSLK-DBfLi3G2Qg7qWIeM55UjDzPMPyvfoXetXH_vzDvc8qLfncfJyzENpvZ-M3frji9v3g\"><\/p>\n\n\n\n<p>Partners can now easily use the filter in order to find a specific client and see an overview with their active and inactive VAT numbers.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-manual-order-upload-in-bulk\">Manual Order Upload in bulk<\/h3>\n\n\n\n<p>To improve the quality of Partner Portal, we developed the possibility to bulk upload Manual Order Upload files for several clients.&nbsp;<\/p>\n\n\n\n<p>The process of creating a file for a particular client in Manual Order Upload Excel file remained the same. What has changed is that now you can upload multiple files in bulk for several different clients. By adding the client ID to the file name, the hellotax software will be able to link the upload file to the correct client.<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<p>If you would like to find out more about the hellotax partner portal, please visit our<a href=\"https:\/\/hellotax.com\/?utm_medium=cpc&amp;utm_source=google&amp;utm_campaign=https:\/\/hellotax.com\/\"> hellotax website<\/a> or sign up to<a href=\"https:\/\/hellotax.com\/become-a-partner?utm_medium=cpc&amp;utm_source=google&amp;utm_campaign=9937042056\"> become our partner<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As a follow-up to our latest Partner Portal updates, which allowed partners to manage several accounts and subscriptions more easily, we have been working on further developments. To give you a brief overview of our Partner Portal, it&#8217;s a centralized hub where our agency partners can: Access sales data from their clients, who are integrated [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":70484,"parent":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_lmt_disableupdate":"yes","_lmt_disable":"","_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","footnotes":""},"categories":[5672],"tags":[],"class_list":{"0":"post-70529","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-blog","8":"entry"},"acf":[],"modified_by":"Niki Stanev","_links":{"self":[{"href":"https:\/\/hellotax.com\/blog\/wp-json\/wp\/v2\/posts\/70529","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hellotax.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hellotax.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hellotax.com\/blog\/wp-json\/wp\/v2\/users\/24"}],"replies":[{"embeddable":true,"href":"https:\/\/hellotax.com\/blog\/wp-json\/wp\/v2\/comments?post=70529"}],"version-history":[{"count":0,"href":"https:\/\/hellotax.com\/blog\/wp-json\/wp\/v2\/posts\/70529\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hellotax.com\/blog\/wp-json\/wp\/v2\/media\/70484"}],"wp:attachment":[{"href":"https:\/\/hellotax.com\/blog\/wp-json\/wp\/v2\/media?parent=70529"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hellotax.com\/blog\/wp-json\/wp\/v2\/categories?post=70529"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hellotax.com\/blog\/wp-json\/wp\/v2\/tags?post=70529"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}