VL Portal Beta test launch
From the very beginning, when you decide to be part of the Virtual Latinos’ community to hire a Virtual Professional, we make it our responsibility to make your life easier and lighter.
At Virtual Latinos, we deeply appreciate your feedback regarding your experience with us, as this only helps us improve our processes and performance.
We’re thrilled to introduce to you our new Virtual Latinos Portal, which we’ve been developing for the last year and a half. The VL Portal is a custom-made, web-based system designed for our Clients and Virtual Professionals (VAs) to revolutionize the way you manage your work and relationship between each other, and our company.
The first module of our VL Portal is focused on improving our billing and payments process, with the goal of providing greater convenience, transparency, and control over your VAs work and billing. The new Portal gives you the power to effortlessly request or approve any changes to your VAs standard billing with just a few clicks, and effectively replaces our current Changes & Approvals Form and email approval process. By using the new Portal, requesting changes to VAs’ hours, rates, raises, and/or bonuses will be a lot faster, easier and significantly lower the number of errors.
Key Features for Clients
The brand-new system has been designed from scratch, fully customized to the needs of our clients, VAs, and our team. As a client, you’ll have access to a list of all the VAs you’re currently hiring & their contact info, up-to-date details of each hiring agreement, a more streamlined and faster way to request changes to your VA’s work, preview upcoming invoices, and much more.
Features to be ready for Beta Test Launch
- Changes & Approvals will now be requested through our new internal system, instead of the current Jotform online.
- View a list of your VAs (active and inactive), and each VA’s contact details
- View a list of your active Agreements
- View your company’s legal billing information (not editable, unless you speak with your CSA)
Automatic invoice calculation: The most complex part of the new system is focused on automatically calculating our client’s upcoming invoice and our VAs’ upcoming payments based on the changes that clients and VAs request via the new VL Portal – which will now be fully integrated inside our new system and will include a new easy-to-use way to approve/deny all requests online.
Limitations of Beta Version: The Beta test version of our new system will NOT give access to all of the features we’re still building and testing internally, nor will it be connected to our automated payment processing system, so it will only serve as an informative tool. For now, all automatic payments will continue to be processed through our existing system (Quickbooks Online). The goal is to ensure that what the system calculates, matches what our system will charge you a) automatically (when there are no change requests) or b) manually when there are change requests and our team edits your upcoming invoice manually.
In a future version of our system, once we’re 100% sure that it works and calculates everything perfectly, we’ll proceed to then connect it to our automatic payment processing system. In the non-Beta version, once we officially launch the system, you’ll be able to preview each upcoming invoice prior to the automatic calculation/charge every pay period.
With this new system, both our Clients and our VAs will have much more visibility of the working relationship, and everything related to billing and payment.
Beta Launch & Version 1.0
This is only the first version of our system, and we’re working to improve it, by adding even more features as we test it. We expect to launch the Beta version of this system by June/July 2023 , and we’re very excited about what’s coming. We’ll be creating a new username and password to give you access to the new VL Portal.
We thank you for your trust in us, our community, and our Virtual Professionals!
Kindly,
The Virtual Latinos Team
