For Accountant Partners

Getting started

• Setting up your clients and users (New workflow)
• Start cooperating with your clients using the app
• 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