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For whom?
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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.
Note: Do you want to save a combination of filters? Then add the URL to your favorites.
In the accountant portal, you can add a new file in the 'Files' menu via the 'Add' button.
Then complete the company details. Using the 'Company number' field, you can automatically load a company's address details. Then click 'Save'.
If the company number is already active on Billit, you'll get a message asking you to link the file. Click the ‘Link’ button to create the link. The business owner will in turn be asked to confirm this link.
If no login user exists yet for the company, one will be created with the email address provided. In the 'Files' menu, click the name of the file and then the 'Send login details' button (on the right of the screen) to give the business owner access to the business platform.
If you add a company as an accountant, the business owner gets a free 30-day trial period (instead of 15).
Note: In the overview of all files, you'll see the 'Status' column to the left of the file names. A 'user icon' in that column indicates that the user in question has never logged in or has not yet received a login.
