The Assistant
What is the Assistant?
The idea behind the Accounting assistant is to offer accounting agencies and their accountants a total overview of ...
Get started with your Accounting Assistant
Workflow Background work
Step 1: User rights and modules
If you are an administrator:
Give yourself or your colleagu...
The Structure of the Assistant
To understand the Assistant better a quick overview of the structure & logic follows.
Assignment Template:
When ...
User Rights and modules in the Assistant
If you are an administrator give yourself and your colleagues Access rights to the Assistant under Admin - Users by c...
The Assistant's connection to Time
Connect the Assistant to Time and Invoicing
When you activate the assignments you have set up for your customers in t...
The Task Overview
The Assistant's task Overview offers a total overview of customers, the tasks that are to be performed for them as...
The Task List
The Task List offers an overview based on tasks and their status rather than by customer. This is the second viewing ...
The Calendar View
The last view of the assistant is a Calendar view which shows the estimated time left to do on tasks at a specific da...
Create or copy an Assistant Assignment
When creating a new Assistant Assignment for your client you have two option:
Use an existing template
Or copy ...
The Assistant's registry
To make your work easier, we have added functionality to the registry view and offer mass management possibilities:
...
Create one-time tasks in the Assistant
We have added the possibility to easily add one-time tasks to the assistant. These are unique task you carry out for ...