How can I add and change responsible users for a client?

One user can be assigned per client. This user will receive e-mail notifications when the status of an invoice/batch changes to "verify" or "exported".

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Assign/change users to their allotted clients

Select the "Clients" item in the main menu and then the desired client. In the clients-screen in the "General" tab under "Accounting", select the relevant user in the "Responsible user" field. If you do not want to enter a user, select "No bookkeeper". Then click on "Save". 

If the responsible user does not appear, the user must first be created.

How does the email notification arrive?

The email notification is sent by no-reply@kanzlei-portal.com every time a batch of invoices

changes to the status "Confirm" or "Exported".

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