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Improvement
Clients: choose the right accounting software record in one click
When several accounting software records could match a client, The Big One shows them to you and you choose the right one, without leaving the client list.
To send a client to the accounting software, The Big One looks for their record by SIREN, VAT number, email and then name. If it finds several, it never chooses for you. Until now, a message asked you to link the client by hand, in a screen that was hard to find.
What changes
- “Send to the accounting software” opens a window with the possible records: name, number, SIREN and email of each. Click the right one, then “Link”.
- A new “Link to the accounting software…” entry in the “…” menu of each client in Finance › Clients lets you choose or change their record at any time, with a search by name, email, SIREN or number.
- A record already linked to another client is flagged, so the invoices of two clients are not mixed up.