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Get to know the Moneypenny portal

The Moneypenny portal holds everything you need to manage your service

When you use Moneypenny’s Telephone Answering Service, having the support of a dedicated PA is only the beginning.

You also have access to a raft of helpful tools to ensure you’re maximising our support and getting the most out of being a Moneypenny client – and our online portal is no exception.

It’s a treasure chest of information and goodies, allowing you to see who’s calling your business, at what times of the day and where they’re based. Download your invoices, update your PA, change your status – and whilst you’re there, take a look at Moneypenny’s other business services – some of which are available to you for free as our client.

Calls & Messages

To make call auditing a breeze, a record of Calls & Messages Moneypenny handled on your behalf can be found in your new Calls & Messages screen. Each one details the date, time, caller’s full name, company name, number they called from, the action your PA took (emailed, sent you a text message etc.) and of course the full message itself. You can search your call history using keywords, by employee or date range, and even export the full list if required.

Reporting & Insights

With a whole interactive dashboard to explore. this section of your portal shows minutes used, your busiest day of the week, time of day and much more. See an exact breakdown of minute usage and even translate these numbers into graphs and charts that will help you better understand your call trends and invoices. You’re also able to export this data to share with your team, and use this information as a management tool for better efficiency. If you want to know more about how we get the most out of your reports, head to the User Guide and FAQs in the Help section of you portal.

Update your PA

A quick and easy way to update your PA in real time whenever you’re logged in. Don’t forget, you’re also able to update your PA via the Moneypenny app when you’re on the move. Failing these, there are of course phone or email – your PA isn’t precious! The main thing is you’ve lots of options to suit the way you’re working at any given time.


Clicking on Status takes you to an overview of your company details. Here, you can update your general company details, which automatically updates the information your PA refers to when assisting your callers. You’re also able to search and edit the details for each of your employees, including their job title, contact details and most importantly, their status: setting a Status lets your PA know what to do with a call in any given circumstance, for example: ‘At desk – transfer to 07123 456789’. An employee can have multiple Statuses (‘In a meeting – email [email protected]) and these can be controlled either by the employee or Moneypenny. Sounds a little overwhelming? Don’t worry, as a Moneypenny client we’ll go through all of this with you when you join us, and if you’ve a lot of employees, we’re able to upload all of these details for you automatically. We like smart working.

Caller locations

Our new and improved Caller Location report gives full interactivity to your Caller Location data. You can view the locations from which your callers are calling from by looking at the purple circles. To get more in depth data (eg. call category) click on the purple circles.


Moneypenny really is so much more than a telephone answering service. We understand the challenges every business faces, which is why we’ve a host additional services available to Moneypenny clients at exclusive rates:

Additional Lines – have certain calls answered in different ways by your Moneypenny PA

24/7 Cover – extend the hours of cover we’re on hand to take your calls: in the evenings, at the weekend or even around-the-clock

Call Conferencing – travel less and meet more with our convenient ‘pay as you go’ service that allows up to 20 to hold a conference call without any hardware

Fax-to-Email – does exactly what it says on the tin: converts your faxes into email that are sent straight to your desk

Telephone Numbers – help your business stand out from the crowd with local numbers (0207, 0161 etc) and national numbers (0333, 0800)

The Moneypenny portal holds anything and everything to help you manage your service. Interested? Give one of our New Business Managers a call on 0333 202 1005 for more information.

We give you amazing people and technology:


Your own Moneypenny PA to answer calls exactly as if based in your office.

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Live Chat

Amazing people, briefed by you to manage chats whenever you can't.

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Pocket Phone System

All the functions and support of an office phone system, minus the hardware.

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