Client Portal System: Time And Expense Approval By Clients For Smooth Evaluation
Tuesday, January 22, 2019 | Expense Tracker
Clients or customers are the most important part of your business. You get paid for the services you provide to your clients. Clients always have the upper hand and can ask anything related to their project. For instance, if clients want to know the current details about their ongoing project, you have to present each and every detail including resources working on the project, time spent in completing the project and more to the clients.
However, it becomes difficult for the organization to update clients every time due to the lack of effective communication or client's disagreement with the working time spent on the project.
To overcome this issue, there is a Client Portal System that offers an advanced and latest approval system. Clients can effortlessly monitor and analyze the ongoing tasks and time entries of the team working on their projects. They can even send back the work for correction and also approve or reject it.
Reasons for Client Approval for Time and Expense Entries:
James, owner of a Content Development firm develops content for an upcoming campaign of a client. As per the communication, James assured his clients that he would finish the task in 90 hours and the client would pay him accordingly. Due to electricity failure, the work gets delayed and couldn't finish in scheduled time. As a result, it took extended hours to finish the given tasks and total amount also increased more than what was decided in the first place. What happened next, the client refused to pay as there was not any proof of this unwanted delay.
This situation could have been smoother if James used an appropriate Client Portal Solution and get client's approval. All James has to do was to send the expense and time entries to the client for his approval and share the reason behind the delay in the comment section. This way the client would have understood the reason and the whole confusion could be avoided while making the invoice.
Advantages of Using Client Portal Solutions:
Faultless Time Entries
Client Portal System allows users to record and submit the time entries to the clients on regular intervals so that they can have a look at the time spent on each task. With the help of this timesheet, clients get a clear idea of what's happening on their project. They get aware of the current proceedings of the project whether they are going on right direction or not. Clients can also share their inputs on the ongoing project and tell the users what they should do or not to do to avoid upcoming complexities.
Verified Communication
As mentioned earlier that Client Portal Solution provides you with proof of communication which happened between you and the client. When you communicate with the client via Client Portal, your comments get saved within the application as proof. This proof can be used later if any confusion occurs when dealing with the payments.
Save Time While Working on Multiple Projects
Sometimes a situation occurs when you have to work on multiple projects of the same clients or others. This is a complicated situation, where it becomes really difficult for you to track and manage time and expense entries of the clients with traditional ways. Here comes the Client Portal Software to rescue you in this situation. It helps in organizing the time and expense entries of all the projects of a single client at one place and it can be accessed by the client as well. It not only saves your precious time but also improve the overall efficiency of your team members, who are working on the projects.
Easily Share Opinions with Clients
Earlier you had only a few limited ways of communicating with the clients such as email or call. These communication mediums have some limitations due to which the issues could not get resolved at the earliest. Client Portal System allows you to discuss your problems with clients on projects via the comments section. You can easily exchange your messages effortlessly anytime and get an instant reply. These comments can also be preserved as proof of your communication with clients in the future at the time of reimbursements.
Final Words:
These are some of the reasons for and advantages of using Client Portal Solution by the business organizations. After reading this blog, you can easily understand the importance of Client Portal for your business. If you are still using traditional ways of dealing with your clients, you cannot go longer and achieve long-term goals. Switch on to the best Client Portal Software available in the market and enhance your work efficiency.
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Tuesday, July 21, 2020
Resource Scheduling Solution: 3 Most Common Resource Scheduling Mistakes
Thursday, July 16, 2020
8 Tips To Enhance Employees Productivity
Wednesday, July 15, 2020
3 Unique Benefits of Advanced Screenshot Tool for Small Businesses
Thursday, July 09, 2020
5 Best Billing & Invoicing Tools for Startups
Tuesday, July 07, 2020 Jun
Customer Relationship Management Software: 4 Reasons Your Company Needs a CRM
Tuesday, June 30, 2020
Top Five Project Management Problems Derailing Progress
Sunday, June 28, 2020 May
Avoid these Top 4 Mistakes While Choosing an Employee Monitoring Software
Friday, May 15, 2020
Employee Monitoring Software – Some Key Features
Wednesday, May 13, 2020
Top 6 Ways to Boost Remote Team’s Performance with an Employee Monitoring Software
Thursday, May 07, 2020 Apr
Mar
2019
Oct
Does A Company Need An Effective Performance Management System?
Tuesday, October 15, 2019
Advanced Time Tracking Software for Increased Productivity
Tuesday, October 15, 2019
Explore Wonderful Benefits With Advanced Talygen Application
Monday, October 07, 2019
Does A Company Need An Effective Performance Management System?
Monday, October 07, 2019 Sep
Know The Most Effective Way To Manage Business Projects Successfully
Friday, September 27, 2019
An Ultimate Guide To Project Invoicing Software
Monday, September 16, 2019 Aug
Smart Tips To Get More Productivity With Your Project Management
Tuesday, August 27, 2019
A Closer Look At Project Management Tracker
Monday, August 19, 2019 Jun
Create Systematic Arrangement with Personalized Project Management Dashboard
Tuesday, June 18, 2019
What Features Make Time Tracking Tool More Effective
Monday, June 10, 2019 May
Best Way To Enhance Project Productivity Beyond Expectations
Friday, May 31, 2019
Enhance Business Productivity With Advanced Project Management Dashboard
Friday, May 24, 2019
Choose Efficient Online Performance Management Software
Tuesday, May 21, 2019
A Quintessential Guide To Project Invoicing Software
Tuesday, May 14, 2019 Apr
Strategic Reporting Software To Improve Business Productivity
Monday, April 29, 2019
Benefits of Effective Project Management Software
Sunday, April 14, 2019 Mar
Feb
Improve Business Productivity with Talygen’s recruitment Software
Thursday, February 28, 2019
New Features and Key Updates of Talygen’s Customer Relationship System
Monday, February 18, 2019 Jan
Client Portal System: Time And Expense Approval By Clients For Smooth Evaluation
Tuesday, January 22, 2019
Talygen’s Message Board Module: The Best Real Time Client Communication Platform For Businesses
Wednesday, January 16, 2019
Talygen’s Resource Scheduling Solution: The Best Tool to Manage Your Resources
Friday, January 04, 2019 2018
Dec
5 Reasons Why You Need An Expense Tracking Application for Your Business Organization
Wednesday, December 26, 2018
How To Improve Your Sales By Applying CRM Automation
Monday, December 17, 2018 Nov
Talygen’s Project Management Tool: A Tested and Proven Web based Project Management System
Thursday, November 29, 2018
5 Reasons Why Organizations Need Talygen’s Knowledge Base System
Thursday, November 15, 2018
How Can Good Leadership Enhance Employee Time Management
Thursday, November 15, 2018 Oct
Talygen’s Unbeatable Project Request Feature for Long Term Relationship With Clients
Tuesday, October 30, 2018
Increase Your Transparency and Accountability with Clients Using Talygen’s Client Portal System
Wednesday, October 10, 2018 Sep
Aug
Jul
Jun
How to Manage Your Employees with Talygen’s Employee Management Software
Friday, June 29, 2018
5 Advantages of Using Talygen’s Job Portal Software
Monday, June 11, 2018 May
Apr
Talygen’s Time Tracker with Screenshots: An Indispensable Asset for Your Organization
Sunday, April 22, 2018
4 Essential Things You Should Consider Before Choosing A Time Tracking Software
Friday, April 13, 2018 Mar
Empower Your Business with Customer Relationship Management Software
Monday, March 26, 2018
Why Your Business Needs To Invest in a Project Management Software?
Sunday, March 18, 2018 Feb
2017
2016
2015
Oct
Sep
Aug
Why Do You Need the Talygen Time Tracker?
Tuesday, August 25, 2015
Five Features that Will Make Managers Love Talygen
Wednesday, August 12, 2015 Jul
Jun
May
Apr
Mar
2014
Dec
CES Series: Talygen to showcase the Future of Business at CES 2015
Tuesday, December 30, 2014
CES Series: 2014 was a blast, so will 2015 Be!
Thursday, December 25, 2014 Oct
Sep
Introduction to Talygen’s offline Time Tracking Application
Tuesday, September 30, 2014
Tips and ideas for successful project management
Wednesday, September 24, 2014
Smarten up your Project Management with Talygen
Tuesday, September 16, 2014
Why should businesses use an invoicing software?
Wednesday, September 10, 2014
Why Worker Productivity Matters and How to Improve it
Thursday, September 04, 2014 Aug
