The Client Manager - Settings
Accounting agency and accountant as contacts
As an accountant you have the possibility to make your contact details visible to your clients.
You can display the...
Template Accounts
Template accounts are a special type of accounts in your client manager.
These accounts can contain specific settin...
Add a new client in the Client Manager
In the Briox Client Manager you can register your new clients so that you are able to access their Briox accounts and...
Create a client account for your new client
You are sent directly here when you have saved your new client in the Client Manager or follow the steps below.
Choo...
Set user access rights for the Client Manager
Before one can start working with a client’s accounting via the Client Manager, it is important to define who will be...
Login to your client account
There are 4 ways to login to your client account.
Via the Client Manager Card in your Dashboard
Via the Client Acco...
Clone Accounts
General
The possibility to clone accounts when creating new accounts for your customers in your Client Manager offers...
Your own theme
Set up your own logo and theme colors under Settings - Client Manager - Theme and Contact Details.
If you have a Clie...