All updates
Redesign
Finance › Clients: a short list, and the client's details on the right
The Clients screen shows one row per client, with the essentials. A click opens their details on the right: contact details, billing, payment and accounting software.
In the Finance menu, “Clients” now has its own address: the entry stays highlighted in the menu, and the browser's back button takes you back to the list.
The list
- One row per client: initials, name, type, number of properties, VAT, SEPA mandate and accounting software, with useful markers (manager, reverse charge, VAT to check).
- A search and three quick filters: all, without a SEPA mandate, not linked to the accounting software.
- The “···” menu on each row: edit, view properties, send to the accounting software, delete.
- “Import” brings together importing a CSV file and the import history.
The client details
- A click on a client opens their details on the right (full screen on a phone): contact details, billing (VAT, pricing specifics, addresses the reports are sent to), payment (SEPA mandate and its actions) and accounting software.
- The Edit, Properties and Delete buttons stay within reach.