On 12 April 2021, we launched our new Online Invoicing portal. As with our previous system, the portal can be used to access your invoices and arrange payment of your fees. The features and services available in the new portal are broadly the same as were available in the old portal. You can find more information here.
Why did we launch a new portal?
The change is part of our wider data strategy to help ensure we are responding to how firms are using new technology and ensuring that our systems are efficient and effective.
How can I access the new portal?
Connect is our online system that you can use to submit applications and notifications to us. To simplify the log in process, we have migrated your email address from the online invoicing system to the Connect account associated with this email address or have created a new Connect account for you. This will allow you to use the same login details for Connect, Reg Data and the new portal.
If you are logging into the new portal for the first time, you may follow one of the following scenarios;
Scenario 1: I have a Connect (or Regdata) account which uses the same email address as online invoicing
- Go to the online invoicing login page.
- Enter your Connect/Regdata username (your email address) and Connect password.
- Enter your security passcode (if the passcode has not been set, you will be required to set it along with your security question/answer).
- On completion, you will be logged into the new portal.
Scenario 2: I have an active Connect account but have previously used a different email address for online invoicing
- Go to the online invoicing login page.
- Enter the email address used for online invoicing.
- Click on “Forgot your Password”.
- Complete information in the password reset link sent to your email.
- Enter your security passcode (if the passcode has not been set, you will be required to set it along with your security question/answer).
- Once logged in, request your Unique Validation Code. This will be sent to you via email.
- Go to ‘register for online invoicing’ to link your active connect account email address.
- Enter your preferred email address, your existing connect password and the unique validation code.
- Once these details have been completed, you will be logged into the new portal.
When you are logged into the portal, you will have the ability to remove users via the ‘Manage Firm Contacts’ tab.
Scenario 3: I log into online invoicing, but I have never used Connect or Regdata previously
- Go to the online invoicing login page.
- Click on “Forgot your Password” and follow the on-screen instructions. (Note: the email address will be the same as the one you used for Online Invoicing).
- When setting up your new password, you will be required to set up your passcode and security question and answer.
- Log into the portal using your username (your email address) and new password.
- Once these steps 1 – 4 are complete, you will be logged into the new portal.
- Update your personal details using the “My Profile” page.
If you are unsure as to whether you have registered for Connect prior to 31 March 2021, go to the login page, click on “Forgot your Password”, enter your online invoicing username and follow the instructions on the screen.
If you experience any issues which do not relate to the scenarios above, please email; [email protected]
Points to note
Email communications
Email notifications will be sent from one of the following addresses: [email protected], [email protected], [email protected] or [email protected] or [email protected].
We will continue to issue email notifications to registered users of firms regarding your fees account, e.g. when invoices are raised. Users that currently receive a soft copy of their invoice with their invoice notification will continue to do so.
Unique validation codes
All firms will have new unique validation codes for the new portal. This 12-character code replaces the previously issued 8-character code. The firm’s unique validation code is required when a new user is registering for the portal. Online invoicing users can request the code (it will be emailed to you) from the portal “Home” page. Alternatively, email [email protected] to request it.
Account name displayed as default user
If we were unable to locate an existing Connect account when migrating your Online Invoicing email address, we created an account for you.
The new account was based on your old portal credentials. The account name that we created for the new invoicing portal mirrored your previous name of default user.
It is important that the account name is updated to reflect the full name of the individual who this account belongs to. Please see page 7 in our user guide for guidance on how to update your personal details.
Viewing invoices paid prior to 31 March 2021
Users will not be able to view or download invoices paid before 31 March 2021 in the new portal.
Users can, however, view or download a 3-year account statement which summarises all fees transactions and payments up to 31 March 2021. This statement is available on the portal via “Account Activity” page.