How can I assign accountants to their allotted clients?

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

• Assign accountants to their allotted clients

• Change accountant assignment

• How does the email notification arrive?

• Further links

client administration - general

Assign accountants to their allotted clients

• 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"

Change accountant assignment

• Go to the menu item "Clients"
• Select the desired client
• Delete the currently entered name with the backspace key.
• (Attention : No "X" appears to delete, the name must be deleted manually)
• You can type in the name manually or select it from the list that appears.
• Click on "Save"

How does the email notification arrive?

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

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

Further links

How do I create users?
How are users managed?