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?