How can I register the responsible accountant with the client?

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

Procedure

  • Go to the menu item "Clients
  • Select the desired client
  • In the "Accountant" field of the "Company" 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?