Client management
Inviting and managing your client files
Client Management
The accountant portal lets you handle all your client files in one place.
Inviting a client
To add a new file to your portfolio:
- Click Client Invitations in the side menu.
- Enter your client's email address.
- The client receives an invitation to create their YouInv account (or link their existing one) and give you access to their data.
Opening a file
Once the invitation is accepted, the client appears in your list.
- Use the file selector at the top left (e.g. "Bob Martin SPRL") to switch from one client to another.
- You then get a "mirror" view of their account, showing exactly what they see (Invoices, Purchases, Banks), with extra accounting features.
Overview
Your dashboard gives you the broad picture of your clients' activity:
- Invoices awaiting approval
- Missing documents
- Latest activity