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".
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".