Hi [First name],

 

Here’s what’s new in Spendwise.

 

Dark Mode
Prefer a darker screen? You can now choose Dark mode from display options.

    1. Click your name at the top right.
    2. Click My Account in the dropdown.
    3. Click Display in the left menu.
    4. Choose Dark under Mode.

External Notes
You can now message vendors, customers, and other recipients directly on the purchase orders, invoices, and other documents you send them through Spendwise. The conversation stays with the document instead of getting lost in email.

 

To post an external note:

    1. Go to a document you’ve sent through Spendwise, such as a purchase order or invoice.
    2. Click on the Notes tab at the top.
    3. Click on the New Note button at the top right.
    4. Click External in the dropdown.
    5. Enter a message, attach files as needed, and click Save.

External notes are visible to anyone you have sent the document to through Spendwise. You can tag individual recipients, or everyone, to notify them of your note by entering @ followed by their name or everyone. Recipients can also post notes to the document.

 

When creating a note, if you click on Internal in step 4 above, it will only be visible to users on your Spendwise account.

 

Questions and Feedback

If you have any questions or feedback about how we can improve Spendwise, please reply to this email.

 

Thank you,

The Spendwise Team

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Spendwise, Inc., 611 Gateway Blvd, Suite 120, San Francisco, California 94080, United States, 1-855-906-3300

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