Client card

Edit all the details of the tab and see in detail all the actions taken by your staff for your customer

The client tab is a complete overview of all the information that can be entered in the application for each client of your accounting department. To access it, from the Menu on the left, all the way down, open the menu with the SETTINGS + and select "Clients"

For each customer, the following options are available:

Select "Edit" to change an item or "View" to view your customer's tab.

Tab overview

The customer's tab shows the data:

• Customer details
• User information
• Address details
• VAT document codes
• Overview of the fund
• Works
• Payments
• Company documents
• Payroll
• Recruitment
• Books
• Taxes
• Expenses
• Deposits
• Contracts

• Actions

  
  

Assignment of a responsible client

To assign a new VAT or Payroll manager in the client tab, follow the steps below:

• View customer tab
• Energy selection
• Select assignment of VAT or payroll officer respectively
• Select the ▷ button
• Select the desired Administrator
• Select "Perform action"