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Add accountants

1. Log in to the Briox platform on your computer

https://fi.briox.services/

2. Add accountants who will work in Briox

Add a new accountant
Menu on the left: Admin -> Manage Users

• Click on Add New User
• Fill in the user’s details
• Add access for “Client Manager” and “Dashboard”, optionally “Assistant”

Add Client and Initial Settings

1. Create Client Company

Create clients and users
Menu on the left: Client Manager -> Client Overview

• Click on Add Client Company

2. Follow the “Set Up Client” guide in the Client Manager

• Select what the client should be able to do from the dropdown menu. Recommended: “Customer invoicing and approval of supplier invoices”, as this gives the client approval rights and the ability to create customer invoices.
• Choose Send invitation to client or do it later under Admin -> Manage Users.
• Add the accountants who will work with the client.

3. Log in to the client’s company

Menu on the left: Client Manager -> Client Overview or menu on the right: Client Account

• Click on the arrow icon to the right of the client you want to work with

4. Create a financial year for the client’s company 

Start working in the new client database
Text at the top right: “Create Financial Year”

• Click on Create New Financial Year
• Create additional financial years when importing historical data
• Import via file:
  Menu on the left: Imports -> Import SIE File

5. Enable approval (if the client will be approving) 

Approval levels for supplier invoices
Menu on the right: Accounting -> Approval levels

• Enable payment approval and the workflows that suit the client.

6. Activate online banking for the client

Activate Open Banking
Menu on the right: Settings -> Accounting -> Banking & Payments

• Follow the steps to enable Open Banking in the Briox Help Center.

Note!

- You must be a System Administrator or Accounting Administrator to enable the integration.

- The business owner, i.e., the person who owns the bank account, needs to be logged in to the platform to enable online banking. Soon, the client will be able to do this via the app.

- The activation process may vary slightly depending on your bank’s authentication flow.

7. Activate e-invoicing

Activate e-invoicing with Apix
Menu on the right: Settings -> Accounting -> E-invoicing

• Ensure all client information is completed before activating incoming and outgoing e-invoicing.

8. Copy the interpretation robot to the company

Menu on the left: Client Manager -> Client Overview

• Go to the Client Manager.
• Click the robot icon at the end of the row for the account you want to copy to.
• Select the account(s) you want to copy the robot from. You can choose multiple accounts.

This allows you to avoid training the robot from scratch for each new company with similar accounting.

9. Send the app invitation to the client

Invite users to the Briox app
Menu on the left: Client Manager -> Client Overview

• Click the mobile icon with an arrow for the client you want to send the invitation to.

10. Send addresses to submit invoices, receipts, and documents to the client

Menu on the left: Archive -> Linked Documents

• Find specific email addresses under the various documents in the list, or use the main address under the inbox.
• Email the client the addresses you have decided for incoming documents.

Summary

The client is now activated, and the responsible person can start working with incoming documents. Invoices can be sent to the client for approval directly in the app, and the client can create customer invoices themselves.

Customer and supplier invoices, as well as receipts, can be matched against incoming bank transactions.