Lucy for accountants - Dashboard (list of clients)

Through the dashboard, you can see an overview of all the customers you have created and have the option to add new customers.

For each customer, you will see the following:

• Status: Created or Active
• The active integrations
• Whether sending or receiving via Peppol is activated or not
• The number of documents in the Inbox (which have not yet been sent to the accounting software)

You can click through each customer to activate Peppol, consult the Accounting documents, and set up the integration with other software.

Activate Peppol

Under the 'Overview' tab, you can activate sending and/or receiving via Peppol for each customer.

If a customer is already registered elsewhere to receive Peppol invoices, an orange warning will be displayed indicating that the customer is already registered somewhere else.

In this overview, you can mark a customer as a favorite using the star in the top right corner, and the customer will be displayed at the top of the overview.

It is also possible to hide a customer from employees without an admin role using the button below.

Accounting Documents

Through the Accounting Documents, you can view the Inbox as the customer sees it, and as an accountant, you also have the ability to send documents to the linked accounting software.

Under the 'Status' column, you can see if it has already been sent. Documents with the status Inbox have not yet been sent and can be forwarded using the arrow on the right. The status will then be changed to Sent.

Integrations

Here you can see an overview of the available integrations to which the documents can be sent. For each customer, it is possible to connect to only one accounting software.