What's new in the Console? - September 2022

Update of the user interface

The interface has been updated to feel more like the entrepreneur's platform. Most options remain exactly in the same spot, except the menu to switch between the accountant's companies. The menu is now found in the top left corner (by clicking on the double arrow).

Add clients by searching the country's official registry

When adding clients, you can search them by name or company number in the country registry. That'll help you save time by filling in the client's details automatically while avoiding typos and/or other errors.

View which accounting package configuration is used for your clients

On the Clients page, a new column called Accounting package configuration was added to quickly view which configuration is set up for each client.  This makes it easier to manage different configurations without having to go to the details page of each client.

Store personal files in a client's dossier

In the Doc Center, a new section called Files of Accountant lets you store personal files in a client's dossier. Those files will only be visible to the Console user who uploaded them. The client and other Console users will not see them.

Users need to be active before being assigned clients

It is only possible to assign clients to console users if they are active. An invited user must therefore first create his account before anything else.