As a bookkeeper or accountant, you naturally hope to have as many clients as possible. With an Accountancy Portal, you can manage all these clients under one login and have a clear overview of the tasks that still need to be completed.
When collaborating with a new client, you can add this client in 3 steps, after which an administration is immediately created.
To add a new client who is not yet using Informer, go to Clients > New in the menu on the left.
If you have a new client who is already using Informer, you can link the existing administration to your Accountancy Portal. Read the help item "How do I link an administration to my Accountancy Portal?" to learn how to do this.
You will then enter a menu where you need to complete 3 steps. You will fill in the required information, with the following fields being mandatory:
Mandatory fields in Step 1:
Company Name
Contact
Street
House Number
Postal Code
City
Phone Number
Email Address
Commercial register no.
VAT Number
IBAN
BIC (automatically filled in after entering IBAN)
Security Code
Mandatory fields in Step 2:
First Name
Last Name
Email
Username
Password
Password Confirmation
Mandatory fields in Step 3 that haven't been filled in yet:
Mobile Number
Industry
Processing Days
Chart of Accounts
Package
In Step 3, you also specify whether you want to use the OCR or UBL module for the client. After completing these steps, click Save. The new client is now added, and an administration is created immediately with the provided details.