Office Hero Connect
A customer and supplier portal for balances and invoices
Give each customer contact and each supplier their own sign-in to Office Hero Connect. Customers see what they owe and which of their recent invoices fall due soon; suppliers see what your company still owes them. Both views read live from Finance Hero, and both can message your staff.
Included with Finance Hero. Some views are switched on per contact on request.
01In the portal
What customers and suppliers see
Every screen is limited to the one customer or supplier the login belongs to.
Customers
The balance, as soon as a customer signs in
The home screen adds up everything still open: invoices that are open, due, overdue or partly paid. It lists the five most recent invoices, shows separately those of them that fall due soon, and each opens with its details. The figures are worked out live from your invoices and the payments allocated to them in Finance Hero.
- Invoice number, issue and due dates, total and remaining balance
- Statuses: open, due, overdue, partly paid, paid and void
- The date each invoice was paid
Suppliers
Suppliers see what you still owe them
Supplier and contractor logins get their own home screen. It shows what your company still owes them, based on the purchase invoices you recorded from them, and which of their most recent invoices fall due soon.
- Built from posted, partly paid and paid purchase invoices
- Recent invoices that fall due soon, with the amount still open
- Messages to your staff about a payment
On request
The full invoice list and monthly statements
For contacts who need more than the home screen, the full invoice list and monthly statements can be switched on. The Office Hero team sets this per contact when the invitation is created.
- Filter by open, overdue or paid, and search by invoice number
- Counters for total, outstanding, paid and overdue
- One statement row per month with opening and closing balance, for up to 24 months
- Each month's statement as a PDF
- For suppliers, statements built from your purchase invoices
Messages
Questions go directly to your staff
Customers and suppliers write to your staff from the Messages page, and your team answers from Fleet Hero, HR Hero or Finance Hero. Their contacts show only your staff, never your other customers or suppliers.
- One-to-one conversations with the people they deal with
- Report and block, with reports reviewed by your moderators
- Open conversations refresh about every 15 seconds
Access
Each login belongs to one customer or supplier
An admin invites a contact from Users & access by picking the customer or supplier record in Finance Hero. Every screen is limited to that record, and a request for another customer's data returns “not found”.
- Invitation links valid for 7 days, with resend and withdraw
- One account for a contact who works with several Office Hero companies
- Access revoked in one step
02
Also included
Live balances
Balances are calculated from your invoices minus the payments allocated to them, each time the page opens.
Authenticator-app sign-in
Contacts can add a second sign-in step with an authenticator app and printable recovery codes.
Only their own records
Customers and suppliers see only their own invoices and balances, and only your staff in their contacts.
One login, several companies
Accountants and buyers who deal with several Office Hero companies keep one account.
15 languages
Each contact picks their language; the translations are machine-made, with native review in progress.
Account deletion
Contacts can ask for their account to be deleted and get an answer within 30 days.
Help articles
Office Hero's help articles are readable in the portal, in the contact's language where available.
The articles are written by the Office Hero team, and your company cannot add its own.
Office Hero Connect app
Coming soon to the App Store and Google Play, with an Invoices tab for contacts who have invoice access.
Coming soon
What the customer and supplier portal does not do
The full invoice list and monthly statements are switched on per contact by the Office Hero team; your company cannot change this setting itself. Customers cannot pay invoices through the portal, and invoice PDFs are not provided there, although statement PDFs are. Suppliers cannot submit bills or invoices, and the portal has no orders, quotes or delivery tracking.
04Step by step
How to set it up
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Step 1 Keep customers and suppliers in Finance Hero
Invoices, purchase invoices and payments are recorded there as usual.
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Step 2 Invite the contact
Pick the customer or supplier record in Users & access, and the contact gets an e-mail with a 7-day link.
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Step 3 The contact signs in
They choose a password and see their balance at connect.officehero.io.
05Questions
Questions about the customer and supplier portal
Not answered here? Write to [email protected]. A person from our team in Skopje replies, Monday to Friday, 09:00–17:00 CET.
What does a customer see?
Their outstanding balance and their five most recent invoices, with those falling due soon shown separately, each with full details, plus messages with your staff. The full invoice list and monthly statements are added per contact on request.
What does a supplier see?
What your company still owes them, based on the purchase invoices you recorded, which of their recent invoices fall due soon, and messages with your staff. A supplier sees only its own invoices.
Can customers pay invoices in the portal?
No. Customers pay the way they do today, and your team records the payment in receivables in Finance Hero. The balance in the portal then reflects it.
Can customers get invoice PDFs from the portal?
No, the portal shows invoices on screen. Your team creates invoice PDFs in Finance Hero, in 15 languages, and shares them the way it does today. Monthly statements open as PDFs once statements are switched on for the contact.
Can we choose what each contact sees?
The home screen, invoice details and messages are the same for every contact. The full invoice list and monthly statements are switched on per contact by the Office Hero team when the invitation is created, so let us know which contacts need them.
Can suppliers send us their invoices through the portal?
No. Suppliers see the purchase invoices you recorded in Finance Hero; they cannot upload bills, purchase orders or work orders.
Does the customer and supplier portal cost extra?
No. The customer and supplier views of Office Hero Connect are included with Finance Hero. See pricing.
Show your customers their balance
Book a demo to see the customer and supplier views alongside Finance Hero.