Adding a Customer
Learn how to add your accounting clientele to the CloudT Pro platform as customers.
Each customer occupies a user position from the available licenses of the subscription plan you have selected.
Follow the steps below to add a new customer to the CloudT platform:
- From the Menu on the left, all the way down, open the menu with the SETTINGS and select "Customers"
- At the top right you will see the "Create" button, which will open the form for entering the data for a new customer.
To complete the addition of a new Customer, fill in the registration form and select "Create". In case you wish to register more customers, select ''Save and add new''.
Alternatively, you can find the Add Customer form in the + icon of the Info Bar at the top of the page.
Mandatory entry fields
In order to be able to register the customer correctly, the mandatory fields are:
- Name of company / Name of individual
- Customer category(Individual, Category B or C, Exempt, Consortium, Association)
- Type of company(SA, Sole proprietorship, LLC, IKE, etc.)
- VAT NUMBER
- Codes for sending vouchers to the ADPE
- User name
- Keyword
Without filling in the above information, the system will not let you register the customer.
It is very important that you fill in correctly the codes for sending documents to the AADE - which are at the end of the form - so that your customer can use the application to issue his/her documents and send them directly to the myData system.
Client to administrator connection
When registering a client, the accounting office can designate specific people from the accounting staff (managers) to be responsible for specific areas of the client.
The areas that you can connect administrators to clients are:
- Payroll Officer
- VAT officer