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Overview of The Console tabs

Eva avatar
Verfasst von Eva
Vor über 2 Jahren aktualisiert

The Accounting Console is the interface from where the accountant can activate and access her customers' Billtobox/Banqup, see pending documents, and manage their accounting firm's employees.

In the left sidebar, you'll find the following navigation:

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  1. Companies
    This is where you can access your accounting firm's Billtobox/Banqup account. If you have multiple offices under different VAT numbers, you'll be able to see them and access their Billtobox/Banqup account from here.

  2. Clients
    This is where you can:

  3. Users
    This is where you can:

  4. Documents
    This is where you can get an overview of your clients' incoming and outgoing documents.

  5. Accounting Package Configuration
    Go to this menu to link your accounting software to the Console.

  6. Monitor
    Only appears if you use Synqup. This is where you can monitor Synqup's heath status and make sure that everything is running smoothly.

  7. Go to Billtobox/Banqup company
    Click on this menu to go to your accounting firm's Billtobox/Banqup account.

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