How can I register responsible accountants with the client?

You can define the responsible accountant in the client administration. The accountant will then receive e-mail notifications as soon as the processing of the client has been completed.

Procedure

  • Go to the menu item "Clients
  • Select the desired client
  • In the "Accountant" field of the "Company master" tab, select the accountant in charge.
  • Click on "Save"

If the accountant in charge does not appear, the accountant must first be created as a user.

Further links:

How do I create users?
How are users managed?