Features

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Multi Factor Authentication

Today we’re pleased to release Multi-Factor Authentication to improve security for your organisation and client data.

Users can add Multi Factor Authentication using the Google or Microsoft Authentication apps to create a more secure login process. Once activated you will be prompted for an authenticator challenge code each time you log in (you can be remembered for up to 30 days pm a single device if you want).

To further increase security, organisation administrators can enforce Multi Factor Authentication for their organisation requiring all users to set up and be authenticated prior to gaining access to the organisation and client data.

If a user looses their authentication device (such as when a phone is lost or replaced) their Organisation administrator or uCollect Support (with proper proof of identity) can reset their MFA setting.

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Sign in with Xero

Now you can use your Xero login to sign into uCollect. Your Xero email address and your uCollect user address must be the same. Just click the “Sign in with Xero” icon on the login screen.

You can also use your Google and Intuit credentials to sign in.

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Quickbooks Online Integration

uCollect was created to fill a need for Xero users. Now uCollect also helps Quickbooks Online users to better automate their receivables.

While Quickbooks already provides ability to collect payment by Credit Card or ACH in the US, uCollect offers further benefits over the built-in functionality including:

  • Ability to choose your own processor (not the one that Intuit gets paid by)
  • Ability to use text file uploads to save on fees (if your bank supports this – very common in Australia)
  • Establish Installment Plans
  • Ability to on-charge credit card fees to your customer
  • Temporarily suspend collection at the invoice or contact level

In addition, you can log into uCollect using your Intuit credentials.

All of the same features that have been available to our Xero users are available to Quickbooks Online users, apart from integration with Quickbooks Pay Now (we give you a URL that you can put on your invoices or statements).

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Partial Payments

Everything that we do here at uCollect is designed to get you paid in full without effort. So even though we support Pay Now transactions, we still prefer to get your customers sign up for automatic collection. Accepting less than the amount due, unless you’ve agreed to an automated payment plan, doesn’t meet that objective!

However, we’ve received feedback from several clients that accepting partial payments on the Pay Now page is desirable. So, to that end, we have released our Partial Payments feature.

This is completely optional, and by default it is off. But if you want, you can enable Partial Payments from the Organisation Settings (Edit menu).

Checking this box will enable Partial Payments in your Pay Now screen.

This setting has no effect on your automated payment cycle – this will continue to collect the amount due or the installment amount as always.