Accountant
Client files for accountants
Search linked files, filter active administrations and open the file dashboard or client administration.
Updated on October 7, 2026
This page shows client administrations linked to your active accountant profile. You need access to that profile. You can view the file dashboard or open the client administration.
Data and search
| Column | Meaning |
|---|---|
| Name | The name of the client administration. |
| VAT Number | Identifies the business and distinguishes clients with similar names. |
| Software integration | The configured accounting integration, such as None or Mailbox. |
| To be exported | The number of final sales and purchase invoices and credit notes with an automatic export date that have not yet been recorded as exported. |
Search matches the name and VAT number. You can sort by those two columns. Quantity follows the search text and active-records filter. The export count indicates current work, not a historical total; the file dashboard shows all final documents by quarter.
Active records
Active records is enabled initially. The list then includes only activated administrations with a currently valid licence. Disable the filter to also view linked files without an active administration or valid licence. Disabling it does not activate a file or renew a licence.
An empty list may result from the search text, this filter or missing links to the active accountant profile. Check the filter and search first. Files belonging to another accountant profile do not appear here.
Actions
| Action | Effect |
|---|---|
| Information | Opens the file dashboard within the accountant portal, with documents, export status, integration and contact details. |
| Open file | Creates accountant access or activates existing access and opens the client administration in a new tab. The accountant portal stays open in the original tab. |
Always check the active client name in the client administration before changing data. Information provides an overview and document follow-up; Open file takes you to the full administration. Searching, filtering and viewing the dashboard do not change client data.