The Accounting Console is the interface from where the accountant can activate and access her customers' Banqup, see pending documents, and manage their accounting firm's employees.
In the left sidebar, you'll find the following navigation:
Companies
This is where you can access your accounting firm's Banqup account. If you have multiple offices under different VAT numbers, you'll be able to see them and access their Banqup account from here.
Clients
This is where you can:See the list of all your clients
See how many of your clients' documents have not been forwarded to you yet
Users
This is where you can:Documents
This is where you can get an overview of your clients' incoming and outgoing documents.
Accounting Package Configuration
Go to this menu to link your accounting software to the Console.
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.
Go to Banqup company
Click on this menu to go to your accounting firm's Banqup account.
My invitations
This menu will list all the invitations you send out. By clicking an invitation, you'll see where your clients are in the process and what's left for them to do to start receiving your documents.