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  1. Briox Help Centre
  2. For Accountant Partners

For Accountant Partners

Getting started

  • Start cooperating with your clients using the Briox App
  • Setting up your clients and users
  • Start cooperating with your clients using the app "Briox Time"
  • Setting up accounts and users
  • Getting started with Accounting
  • Getting Started with Invoicing

The Accountant Partner Concept

  • Briox Accountant Partner – For Modern Accounting Agencies

The Client Overview

  • The idea
  • Setting up the client overview
  • What you can see and do in the client overview
  • Filtering the client overview

The Client Manager - Settings

  • Accounting agency and accountant as contacts
  • Template Accounts
  • Add a new client in the Client Manager
  • Create a client account for your new client
  • Set user access rights for the Client Manager
  • Login to your client account
See all 8 articles

The Client Manager - User Rights

  • General
  • Add a new consultant
  • Set access rights for a consultant in the client account
  • Add a user in the client account
  • Set user access rights
  • Remove a consultant
See all 7 articles

The Assistant

  • What is the Assistant?
  • Get started with your Accounting Assistant
  • The Structure of the Assistant
  • User Rights and modules in the Assistant
  • The Assistant's connection to Time
  • The Task Overview
See all 11 articles

Briox PORTAL

  • Getting started with Briox Portal
  • Portal Preview
  • Create news
  • Messages in Portal
  • Email notifications for Portal messages
  • Activate the portal for your clients
See all 7 articles
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