Create client templates

CashCtrl is multi-client capable. This makes it especially suitable for accountants who serve a large number of companies. A client can be set up and saved as a template.

Individual charts of accounts for industries or basic configurations for fields are defined once and do not have to be created again each time.

The workflow with the sequence of documents is also defined for the client.

Entering a new client is simple. Select a template, choose "Copy", remove the template category and invite the client at the same time.

An email address is sufficient to directly create a user. The access data and a temporary password will be sent via mail and you can start right away. There is no need to make any other settings.

With the trustee access you still have access to all your clients.