1. Partner Portal Introduction Bottomline Partner Programme

2. Look for solutions to a technical questions
Look at reports of your data, export to excel
Subscribe to important collateral to get update notifications
Download the latest sales marketing and technical documentation & material
Review the data we hold on you and your end users
You are able to log ideas on the partner portal or our product range
Manage support cases
Navigate around the portal by selecting the menu options or an area of the interactive dashboard

3. View the latest news from Bottomline here
Want to learn more?
Let’s take a look at the real time dashboards of the portal Home page
View details of your main contacts within the business
View and log your support cases here
View account summary and download invoices here

4. View the latest news from Bottomline here

5. Announcements
Receive alerts and read online announcements on what’s new at Bottomline

6. View the latest news from Bottomline here
View details of your main contacts within the business

7. View the latest news from Bottomline here
View details of your main contacts within the business

8. View the latest news from Bottomline here
View details of your main contacts within the business
View and log your support cases here

9. My Cases Log new, view and amend existing technical support cases
Select “New Case” to log a new technical support case

10. My Cases – New Case
Enter in the details of the case including the customer end user name, product and priority

11. View the latest news from Bottomline here
View details of your main contacts within the business
Log your forecast here
View and log your support cases here
View account summary and download invoices here

12. My Financial Summary
View your financial statement with paid and unpaid invoices related to each end user account

13. My Financial Summary
A copy of your invoice is available for viewing or download as a PDF

14. View the latest news from Bottomline here
Want to learn more?
Let’s take a look at the applications behind the portal tabs
View details of your main contacts within the business
View details of your main contacts within the business
Log your forecast here
View and log your support cases here
View account summary and download invoices here
View account summary and download invoices here

15. Accounts Check the details we have for your company and your contacts
Request updates by clicking on ‘help’ to send a mail to portal help
Look at the contract detail against each account
See a list of your end users, click to see their account detail

16. Ideas Vote for ideas already logged to help gauge their importance
Post new ideas on how to improve our portal or products
Use it as a forum to exchange comments on ideas

17. View the latest news from Bottomline here
View details of your main contacts within the business
View details of your main contacts within the business
Log your forecast here
View and log your support cases here
View account summary and download invoices here
View account summary and download invoices here

18. Content Select the content by filtering by content type
Or by searching for key words in the search box

19. Content Then select the content you wish to preview or download
Use the filters to refine your search

20. Content
Here you are able to preview, vote on, download or subscribe to the document

21. Reports – New tab introduced 2010
Select one of the four standard reports provided
Identify contracts near to renewal, check your end users
Why not add an ‘idea’ if you want to suggest another report type
Why not comment or review on an idea already raised in the portal?
Here you are able to view and export a set of reports

22. The new Bottomline Partner Portal has arrived!
View the latest news from Bottomline here
The new Bottomline Partner Portal has arrived!
View details of your main contacts within the business
Log your forecast here
View and log your support cases here
View account summary and download invoices here

23. Thank you! Contact your Account Manager to get involved