Vent: Spent a whole afternoon just trying to get a client's old scheduling portal to accept my invoice.

The system kept rejecting the PDF format, and it took me 3 hours to realize it needed a specific, ancient file naming convention. Anyone else run into weird portal demands that eat up half a day?

3 comments

3 Comments

luna5192mo ago

Last year I had a portal that only accepted JPG files for receipts, not PNG. I started keeping a text file on my desktop with all these odd rules. Now my first step with any new client system is to search their help page for "file format" before I even try to upload anything. It saves a lot of guesswork.

colemartinez2mo ago

That text file idea is actually genius, @luna519. I'm curious how many entries you have in it now after a year. Do you organize it by client name or by the specific rule? I tried something similar but gave up because I just kept forgetting to update it. Your method of checking the help docs first is way smarter than my old way of just trying to upload and seeing what error pops up.

perez.barbara1mo agoMost Upvoted

I keep a spreadsheet for that exact reason. One column is the client name, another is the file type they take, and a third for max file size. I learned the hard way after a tax portal rejected PDFs over 2MB. Now I check the specs and resize everything before I even log in.