Customer cash register overview

The client's tab, in addition to the information about the work he/she does with your Online Accounting, contains all financial transactions with you. Thus, from the client's tab, you can view his cash flow, but also automatically inform him of any balances he has with your accounting firm.

Overview of the fund

In the cash overview, you are given a summary of your client's cash movements with your accounting department, while by setting the desired time period and clicking"Export to PDF" you can download the report of his transactions and his balance.

Inform customer about balance

From the customer's main tab, you can automatically inform him/her about his/her cash status with your accounting department by selecting the action"Send account transaction by email"