For Accountant Partners

Getting started

• Setting up accounts and users
• Getting started with Accounting
• Getting Started with Invoicing

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

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The Client Manager - Settings

• 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
• Clone Accounts
• Your own theme

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

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The Client Overview

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

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

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