In our latest update, customers can now manage bank account numbers and linked users.
Users Associated with Clients
- In the Settings / Client Settings section, enabling this feature allows you to create additional users associated with your clients who can log in through the client portal
- After enabling the feature, it's possible to create user groups for users associated with the client
- After enabling the feature, a Client Users tab will appear in the client menu where users associated with the client can be managed and grouped
Users Associated with Clients API
- Users associated with clients can also be managed via the Clients API
- User groups can be retrieved
- Users associated with clients can be retrieved, created, modified, and deleted via the Clients API
Client Bank Accounts
- It is now possible to manage bank accounts for clients
- Unlimited number of bank accounts can be added per client
Bank Account Settings for Expense Accounts
- In the invoice preview, you can set the beneficiary bank account number and even add a new bank account