This overview screen is divided into two tabs: ‘All files’ and ‘Bank accounts’.
By default, you will see the overview of your files as a file manager and all files without a file manager. If you wish, you can change this using the filters at the top.
Tip: Do you want to save a combination of filters? Then add the URL to your favorites.
In the tab 'All files', you get an overview of all files, with the following columns:
| Column | Symbol | Explanation |
|---|---|---|
| Status |
|
Indicates whether the entrepreneur has ever logged in or not. If they have logged in before, the message 'This file is in order' will appear. |
| New files |
|
The number of documents your customer has yet to process in the fast input. |
| To check |
|
The number of documents to be reviewed in your accountant portal. |
| To export |
|
The number of sales and purchase invoices ready to be exported. By default, the list is sorted by this column. |
| Last activity | Indicates when the entrepreneur last logged into the file. | |
| Integrations | Indicates which active integration you can export via (BillSync, Exact Online, Octopus ...) | |
| Licence paid by | Indicates who pays the license for the file: the business owner or the accountant. You will also see which type of license is active. |
To export purchase and sales invoices for multiple files simultaneously, select these files and then click the "Export Documents" button at the top.
To change the data of a file, click on the file. To the right of the name of the file you will then see a pencil icon to edit the file.
