{"id":32419,"date":"2026-08-24T09:22:51","date_gmt":"2026-08-24T07:22:51","guid":{"rendered":"https:\/\/www.accountable.eu\/help-center\/client-interface\/"},"modified":"2026-08-31T13:27:07","modified_gmt":"2026-08-31T11:27:07","slug":"client-interface","status":"publish","type":"help_center","link":"https:\/\/www.accountable.eu\/en-be\/help-center\/client-interface\/","title":{"rendered":"Client interface"},"content":{"rendered":"<h1 class=\"font-degular\" id=\"h_047956fd48\">1. How to manage your client&#8217;s expenses \ud83d\udcb8<\/h1>\n<p class=\"no-margin font-inter\">As an expert accountant, you have the ability to manage and validate your client\u2019s expenses. Here\u2019s how to do it step by step:<\/p>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_2cf65b750e\"><b>1.1. Uploading expenses \ud83d\udce4<\/b><\/h2>\n<p class=\"no-margin font-inter\">To upload expenses on your client\u2019s behalf:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click on <b>Upload expenses<\/b>.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623520670\/d748f5c3595486ef7b0275aad9d2\/Screenshot%2B2025-06-05%2Bat%2B11_54_26.png?expires=1787767200&amp;signature=626a07949e35d9e51bf33052cc5022a27e86e95ac2410317fc6e7fd62ba25f89&amp;req=diYlFcx8nYdYWfMW3nq%2Bgdr1QjfZsJfdUZobbQj2gIGMGJivTZpHkBMVdRHp%0A6Me8vbNzNJXQJokfYxFfpQ9YWCI%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Then, click on <b>Select a file<\/b> and choose one or more expenses to upload.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623520671\/da79dfa066dcdb6e1846a9bba061\/Screenshot%2B2025-06-05%2Bat%2B11_55_07.png?expires=1787767200&amp;signature=7622d48bc4c60ffd1030b278d9eee19246d8724604043f5ae99d566ea3fd7f95&amp;req=diYlFcx8nYdYWPMW3nq%2BgeafLdlsXXedkZGo0n1jwFfKnVjSLUDfaNuV59AV%0A0K0kJtGGWGO6dujCtj5JljJhSNI%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_6708d6fce7\"><b>1.2. Creating manual expenses or credit notes \ud83d\udcdd<\/b><\/h2>\n<p class=\"no-margin font-inter\">If you need to create an expense manually or a credit note:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click on the <b>three dots<\/b> (options menu) to create an expense or credit note manually.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623520659\/837eb6abe7bc82978e43e2e51ded\/Screenshot%2B2025-06-05%2Bat%2B11_55_20.png?expires=1787767200&amp;signature=0b614bef5f5ab58adec20ad695f6be347aa9c4a60fd8413ea2c4d89733e01b41&amp;req=diYlFcx8nYdaUPMW3nq%2BgYOGlqhq5GWwRnI%2FwW%2Fx7xRiBFBCnPn%2FggkZdI4h%0Av%2FiNvEV94xMDmHWSuLucDfy40Mc%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_5e597e38f4\"><b>1.3. Viewing the expense dashboard \ud83d\udcca<\/b><\/h2>\n<p class=\"no-margin font-inter\">For a complete overview of your client\u2019s expenses:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click on the <b>chart icon<\/b> to access the dashboard.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623520660\/a2070cb5cb4258a35a3d420f3a40\/Screenshot%2B2025-06-05%2Bat%2B12_01_35.png?expires=1787767200&amp;signature=5efc47279cceb4f30db28d3186f6627edea52bf2124d5bd321843994ad1554b3&amp;req=diYlFcx8nYdZWfMW3nq%2Bge4POLqnI0Rh2Kgady028bz62qP3q2E2SZQk69W2%0AWvRMbB6IFrjvjAfllA%2B%2FsGH5C%2Bk%3D%0A\"><\/div>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">This will give you a full overview of all expenses categorized by suppliers and categories.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623520673\/1d0271f0d908d88253c8f307d17f\/Screenshot%2B2025-06-05%2Bat%2B12_03_38.png?expires=1787767200&amp;signature=a8bc23be8c35a15d77b32218a36e43d3e51a4bd7fd27d0aaf44e76bd15aec5f3&amp;req=diYlFcx8nYdYWvMW3nq%2BgQlaKnCGMrb1Io99s9v5ZgK413lsDkWkJiF72Xu%2F%0A5cQiqrYT2JICXPFcrZ%2BBn%2FYpKPA%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_d1a5567b4c\"><b>1.4. Viewing deductible costs and quarterly overview \ud83d\udcbc<\/b><\/h2>\n<p class=\"no-margin font-inter\">On the left side of the page:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">You\u2019ll find an overview of <b>deductible costs<\/b> for the current year.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Next to it, you will see the amount related to the <b>current quarter<\/b>.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623520658\/84136cc0ac54a5922f15c4e7c33c\/Screenshot%2B2025-06-05%2Bat%2B12_04_28.png?expires=1787767200&amp;signature=9d0074eb4de47005130e4c52490b7404f53c5e3f41ed4a333902b520b45953f2&amp;req=diYlFcx8nYdaUfMW3nq%2BgUOTVF%2FmYHLlOk4gnEUOYkyGZKtDH9qMfcB9lnZB%0AK6bCNfDPhP%2FdOoJA7hFZ%2FhI3%2BxA%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_8b6bd56329\"><b>1.5. Filtering expenses \ud83d\udd0d<\/b><\/h2>\n<p class=\"no-margin font-inter\">To filter expenses by different criteria:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click on the <b>filter icon<\/b> to select from various filter options, helping you sort expenses based on your needs.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623520663\/b9d075d981a01f31fc59eb6b7931\/Screenshot%2B2025-06-05%2Bat%2B12_07_09.png?expires=1787767200&amp;signature=0a29a0953320072131fc17976a441ce7b81b431da4f41aff9e0197f350d445bd&amp;req=diYlFcx8nYdZWvMW3nq%2BgWFtO8yDbkc43qXOSv4%2FlUwX6rqc1xnxT2ycAuVX%0Aci%2FvxBrwdhzoul3hNiO5hqYS0po%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_efb2214542\"><b>1.6. Changing Tax and VAT Deductibility \u2699\ufe0f<\/b><\/h2>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\"><b>Accountable automatically sets deductible percentages for each category.<\/b><\/p>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623520672\/b6b2ca05ca939bed665b99465d80\/Screenshot%2B2025-06-19%2Bat%2B10_44_17.png?expires=1787767200&amp;signature=d0974e70fa0b43bc513b9c516f1aa5eb18cb7711a23331eac37cc493359ceacd&amp;req=diYlFcx8nYdYW%2FMW3nq%2BgQORq%2BU%2FFY%2BknMhUBkH7UUnDeScWB0p8eZVzMPM2%0ARw%2F3E%2BJtio7Y%2B21TNAeg6HNzlmw%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\"><b>However, if you&#8217;d like to customize these percentages, you can easily adjust them by scrolling down a bit and filling in the percentage you would like.<\/b><\/p>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623520664\/199231578287ce01bad88f556ee1\/Screenshot%2B2025-06-19%2Bat%2B10_45_49.png?expires=1787767200&amp;signature=d8b79008ceb8529291e1f95c84197c139df58d2aef1eaf9c4723c92f274af38a&amp;req=diYlFcx8nYdZXfMW3nq%2BgZAr%2Byy%2FxAS01nnsx8%2FDgywqASCC6q1BEGDwlqjT%0AvdxuPYq%2Bd2v1t6d%2Fd0VZ9sQfZgM%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-interblocks-table-container\">\n<table role=\"presentation\" style=\"border: 1px solid #c6c9c0;border-radius: 6px;border-collapse: separate;border-spacing: 0\">\n<tbody>\n<tr>\n<td style=\"background-color: #feedaf80;padding: 8px\">\n<p class=\"intercom-align-center no-margin font-inter\"><b>\u26a0\ufe0f When you enter a custom deductible percentage, it won&#8217;t be automatically set up for the category. You\u2019ll need to add the custom percentage every time you create a new expense.<\/b><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_b2710a9f50\"><b>1.7. Validating expenses \u2705<\/b><\/h2>\n<p class=\"no-margin font-inter\">After reviewing the expenses your client has entered:<\/p>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_9a8d90b0a3\"><b>You can either save and validate it, or save it without validating it.<\/b><\/h2>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">\u26a0\ufe0f Once validated, your client will no longer be able to change the expenses.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623520669\/d9bfe98c841688df2a523499f982\/Screenshot%2B2025-06-05%2Bat%2B12_09_24.png?expires=1787767200&amp;signature=272136743cfe128bbba0de9cd55907bbe69e0429afe1e56abcdc970dcc39e116&amp;req=diYlFcx8nYdZUPMW3nq%2BgcXbpMS%2FgXCd4F%2FpNUo%2F5jCAb7wfBFFcbwmh0CNA%0AH9JTO%2BMerxWFrB5akRdavp7wt8g%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">This is how the invoice looks on your client&#8217;s account after it is validated.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">The <b>lock icon<\/b> appears on both the <b>expert platform<\/b> and the <b>client\u2019s interface<\/b>.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623520657\/e9090f70c877f73fb082d4dcc17b\/Screenshot%2B2025-06-12%2Bat%2B14_39_55.png?expires=1787767200&amp;signature=fa4b33f9a29a4f593a3d72adda8b6ac325b067bc173ce9588bf6269b251882d0&amp;req=diYlFcx8nYdaXvMW3nq%2BgfiXnucnc5Co0pYtOrFb1USQkiikisJLJFwBmMkL%0Ah2UUC1Hmgr3mLHVX72l2XZ9H0EU%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_9831a866b7\"><b>1.8. How to link a payment to your expense?<\/b><\/h2>\n<p class=\"no-margin font-inter\">You can link a payment in two ways:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>From the bank screen<\/b>: Find the transaction and link it directly to the matching expense.<\/p>\n<p class=\"no-margin font-inter\">\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>From the expense itself<\/b>: After adding the expense, scroll down and click on <b>&#8220;How was this expense paid?&#8221;<\/b> Then select the matching transaction with the same amount.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623520667\/3391573667a25c2e72b5c56e39e6\/Screenshot%2B2025-06-17%2Bat%2B12_59_12.png?expires=1787767200&amp;signature=7010e280aa3fa2bb846bb5f39cbef05f5fad2b3daa4caefa5bb90809d80cfd1f&amp;req=diYlFcx8nYdZXvMW3nq%2BgXtSAaohXJFflInQmCFD%2BY17kME4GTxHgg24A0DQ%0AMXnPcFqEU0oica2pjH8GRN5ikPc%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<h1 class=\"font-degular\" id=\"h_0f63f56e18\">2. How to manage your client&#8217;s income \ud83d\udcb0<\/h1>\n<h2 class=\"font-degular\" id=\"h_8f3ddce55b\"><b>2.1. Create revenue invoice \ud83e\uddfe<\/b><\/h2>\n<p class=\"no-margin font-inter\"><b>\u2192<\/b> To create revenue invoices on your client\u2019s behalf, follow these steps:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Click on \u201cCreate invoice\u201d.<\/b><\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526692\/2437b63dfc542ba6166ef0da8d91\/Screenshot%2B2025-06-05%2Bat%2B13_59_15.png?expires=1787767200&amp;signature=5b71296f950ed4a77ad4061e4a7bb923d229d2284e3fe4a14fd6e2a149d33239&amp;req=diYlFcx8m4dWW%2FMW3nq%2BgbtK12Hn9tRwBQFaWWJDF%2F53N0gXCgvJHOb6OeUr%0AFFXgqFvVB7ktW3WkRqpk8OQBX04%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>From there, you can add a client.<\/b><\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526703\/7a13f64cdda7f643b5dabcfabea0\/Screenshot%2B2025-06-05%2Bat%2B14_00_58.png?expires=1787767200&amp;signature=756a534ac56c97bd4b905e9981e600390fcc610913c3ef0f026e6ccf5dafa1a9&amp;req=diYlFcx8m4ZfWvMW3nq%2Bgaa4Z2R1Cjz1o%2B8s5y0D0y5lD9FKedjZVipLUOTU%0ATqwKF2%2FX%2BUsJbEcky6e3C7oYhxk%3D%0A\"><\/div>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Either choose an existing client or create a new one.<\/b><\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526684\/13166dd706ebc2e744a6eec37b39\/Screenshot%2B2025-06-05%2Bat%2B14_02_16.png?expires=1787767200&amp;signature=a37431d5ce02af99eb41c1df3019c64407eb4d3fa3c6d175e5178fb414c7c13b&amp;req=diYlFcx8m4dXXfMW3nq%2BgdspoD%2BFWRdUWd5OmclB3H%2F1I1BPFF9JMisFeIV4%0Afu%2FCvvwGaS7tIKuSdwcuLBd6nBk%3D%0A\"><\/div>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526690\/897038e09de66c60a7480e4f72aa\/Screenshot%2B2025-06-05%2Bat%2B14_02_49.png?expires=1787767200&amp;signature=e6a25e81411d521c4d1faf5fd7a939e2665409a0e601de40e2fe7377769ebd1f&amp;req=diYlFcx8m4dWWfMW3nq%2BgU7%2BUQS5JmbcSXKoQle9iAijoKQwfC4lIGy%2FZKbF%0ADShNiA3YD9TkUQ9QHnT%2Bko8Aszo%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\"><b>\u2192 When adding an item to the revenue invoice, you need to:<\/b><\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Add a name to the item.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Optionally, add a description.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Select the right category and add the price.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">There is also an option to select from the price list, where you have everything set up, including the name, category, and price.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526697\/ce99febf1dd1e1de19c89da1361c\/Screenshot%2B2025-06-05%2Bat%2B14_09_44.png?expires=1787767200&amp;signature=28117b3202070e84737261373476a594e62351583b7aac8593c80d7d23026e7f&amp;req=diYlFcx8m4dWXvMW3nq%2BgXlP6Bpq20KQwXc1EwAh0QHQ1clUpx5ByyaWu%2F%2Fv%0A4QPkf%2F9teB7TpuI2Kj2%2BrvuT%2BQ4%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\"><b>\u2192 After the invoice is done, you have various options:<\/b><\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Save the invoice and send it to the client.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Save it and quit, etc.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526686\/6cf1f2ae4920a0cbf8090fa2166c\/Screenshot%2B2025-06-05%2Bat%2B14_14_44.png?expires=1787767200&amp;signature=df03654c6d708dcace1731759a3c28dd515a6c0c29c404bb042a66157a412ffd&amp;req=diYlFcx8m4dXX%2FMW3nq%2BgU2teWK6%2BmytKWUIjY3FEgf9WQhqkSSZg7fiwhU4%0A94njd7Z7WdE%2BETTaA67WYwG82eU%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\"><b>\u2192 Save &amp; prepare to send<\/b><\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Once the invoice is ready you can click on save &amp; prepare to send<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">In order to send the invoice through Peppol, you need to click on &#8220;Send invoice via Peppol&#8221; to activate it.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">The same applies if you want to send the invoice via email. However, you need to ensure that the client\u2019s email is entered.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526695\/38cea5a97961f6f354f067990664\/Screenshot%2B2025-06-12%2Bat%2B14_42_02.png?expires=1787767200&amp;signature=75f45efeb2442c3f2b0cdaa69b3fd8a88257b12ec72d21d6f5668c18ac0f5a60&amp;req=diYlFcx8m4dWXPMW3nq%2Bgev9gtwq1z2X0JTlCFFALEUndAPzPwS9AvNKluoo%0AjdJL%2BITiIQo63meWEHIgJfHA7Rw%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\"><b>\u2192 Save &amp; quit<\/b><\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">In case you just want to save the invoice but not send it yet, you can simply click on Save &amp; quit.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526694\/3f546b9bbc2bbe322dfa82c1b194\/Screenshot%2B2025-06-18%2Bat%2B14_59_44.png?expires=1787767200&amp;signature=ba989a223689e1fe80ea820e90b4d599933db38e9ac9d72efe32ac78368a9203&amp;req=diYlFcx8m4dWXfMW3nq%2Bgd%2Bmhb6B8UBOdDiAfOgvZXC%2FZsg4A0sLgGTLy5A7%0AHSDv894k7vbcQ7UDnfUIi3aaifY%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\"><b>\u2192 Status: not sent!<\/b><\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">If the revenue invoice is marked as not sent, it means it is a draft invoice and won&#8217;t be considered in your client\u2019s revenue.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">If the invoice was sent via external email, you can simply mark it as sent by clicking on the tick icon \u2705.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Alternatively, you can click on the email emoji \ud83d\udce7 to send it directly to the client.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526693\/bb24955e0c579be9bfb740db195a\/Screenshot%2B2025-06-18%2Bat%2B15_03_49.png?expires=1787767200&amp;signature=edfc31b48aff6c858d20f2ef7fcd79fdf21ddb9967e2530dc620fa751f4aa13e&amp;req=diYlFcx8m4dWWvMW3nq%2BgcrzUMk068aSbsaueIpdrk1uaKZd2JyQKdEjPkw7%0AXaxBYSxGoZVwx2CUrDpMzRuvsws%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\"><b>\u2192 The revenue invoice can also be linked to the payment afterward.<\/b><\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">To do this, you need to click on the revenue invoice.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526700\/9de8882fadf81df369ea2102f789\/Screenshot%2B2025-06-17%2Bat%2B13_17_36.png?expires=1787767200&amp;signature=837cd8b11e217d68b7ba35f78bd84dc34c4e452b4da4cdbe16a6c67baa6158f8&amp;req=diYlFcx8m4ZfWfMW3nq%2BgbLSJZFg8Znr7GVad5ZQtSRqBu4SaxkL4%2Bi3yhjd%0ALVsAhrPJkdtZI1NLsdpfQUK9xhA%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\"><b>\u2192 You also have the option for \u201cQuote\u201d where you can create quotes before generating an invoice and send it to your client.<\/b><\/p>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526691\/41bfdcad42d4e131248128a8b9e4\/Screenshot%2B2025-06-05%2Bat%2B14_16_12.png?expires=1787767200&amp;signature=fec42ddc8a2bf97367a84f23e801007052be5b2870871d91248ece28d7cf1984&amp;req=diYlFcx8m4dWWPMW3nq%2BgdJ46E2p3a8aPJikGtEvlMwIfgmTRvJzc%2FNd3VUp%0AoVTH9kXJYlwHZoJN0ycX3BqMuEA%3D%0A\"><\/div>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526689\/2c38424d15893c84b011585c56d3\/Screenshot%2B2025-06-05%2Bat%2B14_16_56.png?expires=1787767200&amp;signature=603e9d540af29acc7863744942e3c0ab4598e210deb876358d934ec83d620b89&amp;req=diYlFcx8m4dXUPMW3nq%2BgXZpFkPuPAWdYK764whi%2Buk1Z%2BFm1L6WQw7GkBgq%0Ay%2Fvz5CqKxexY9vb4O9juexrwtHU%3D%0A\"><\/div>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526711\/b8df9f434aa3fc815e11dfbd82ee\/Screenshot%2B2025-06-05%2Bat%2B14_17_20.png?expires=1787767200&amp;signature=ce2002625ef2b13155f37a008b4cf026011f4e1eda94f0aa3e51ff8a67be1e28&amp;req=diYlFcx8m4ZeWPMW3nq%2Bgfo8VIF98p7hzXyuxB5hmwvJWQ9WJ%2FY1Ea0jmjP1%0AW0Y8sQK7an9rqb0idgibkLm8hl0%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Once the quote is accepted, you can click on \u201cMake it an invoice\u201d to automatically create an invoice from it.<\/b><\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526707\/9c46b67a0fe337d1970567924116\/Screenshot%2B2025-06-05%2Bat%2B14_17_33.png?expires=1787767200&amp;signature=2b2592094bd2906f959f9cd9c94da428ac96ceee6e849c90f23b2bcc965abf0e&amp;req=diYlFcx8m4ZfXvMW3nq%2Bge6WWcM12ojGSaXaFmDoy5IgubUtzpQX9syP8VcN%0AXPTjHb15%2FBHBgkWOPuVvHVnRIdw%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\"><b>\u2192 As with expenses, once you click on the three dots, you have the option to:<\/b><\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Import invoice<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Create credit note<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Import credit note<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Add a non-invoice revenue (ticket)<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Create a quote<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Schedule a recurring invoice<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526702\/68e7ed89139ae9d7129ab0379b52\/Screenshot%2B2025-06-05%2Bat%2B14_30_35.png?expires=1787767200&amp;signature=89e736a2d5a04575eee10232cf040f48d17fa648bda9fa1d0a2e14beed066557&amp;req=diYlFcx8m4ZfW%2FMW3nq%2BgbSD2LgSAcdp8Z2OhnYKirPBBSPbNz4tix9SxLGC%0A7DmgJZ0ZwXomKxjfZHlO5loaszM%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\"><b>\u2192 Adding a non-invoice revenue:<\/b><\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">You can use this feature if you make over-the-counter sales without invoices. Examples include a doctor or physiotherapist recording revenue, or a small shop owner recording a sale. For this type of sale, the name and address of your client\u2019s client are not required. This feature applies to revenue under 250 euros, except when it\u2019s for a daily receipt book.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">You can also use this feature to add entries from your client&#8217;s daily receipt book.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">For the necessary steps on how to add this, you can follow the instructions provided in this <a href=\"https:\/\/help.accountable.eu\/en\/articles\/10184378-how-to-keep-a-cash-book-and-a-receipt-book\" target=\"_blank\" class=\"intercom-content-link font-inter\">link<\/a>.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526696\/7e472019c9abf272b38b8924be93\/Screenshot%2B2025-06-18%2Bat%2B15_19_56.png?expires=1787767200&amp;signature=441271488464b2d469b3e00e7261d0199678248f202ed70e4cfc2b13248cd7b0&amp;req=diYlFcx8m4dWX%2FMW3nq%2BgdBzeLcoOTd5i0ek3BJKTEeoS8LlwjXbFHjzmPI5%0AklSKWof5%2FaIAAEYbpJfA7YkxP0w%3D%0A\"><\/div>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526710\/948d3be579d9c7bef7dc5256189a\/Screenshot%2B2025-06-18%2Bat%2B15_20_33.png?expires=1787767200&amp;signature=b12d02a29cd699e980eac0d164dad321d5ff414d824ae033540dda309a6d97ce&amp;req=diYlFcx8m4ZeWfMW3nq%2BgXh13TQBCvwl%2BgmNxSbjR0zW2i3E65wY9B4UdsAa%0A%2BqWiOcw8wG0GejB5VjzjWz4ZJS0%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_44937a956c\"><b>2.2. Viewing the revenue dashboard \ud83d\udcc8<\/b><\/h2>\n<p class=\"no-margin font-inter\">For a complete overview of your client\u2019s revenue:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\"><b>Click on the chart icon to access the dashboard.<\/b><\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526687\/b3677a141966f4596ccede140aa0\/Screenshot%2B2025-06-05%2Bat%2B14_33_26.png?expires=1787767200&amp;signature=9313e7f6671fb75c263fece2456ec8d808ea6b68a8dc9b23580a4c4f89cae40c&amp;req=diYlFcx8m4dXXvMW3nq%2BgfKYxTzJeRLRYs%2BZtf22B%2BHL5QvDpeP8aAGGB%2B7w%0AKTTaeJTZNy0uU84tHtSyT7A0J64%3D%0A\"><\/div>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526712\/ec5debc1be5a047c70c4ce1ba6ce\/Screenshot%2B2025-06-05%2Bat%2B14_34_14.png?expires=1787767200&amp;signature=d2dc890c4b210ac17769b62ed3e3d47330109b1ed5e2d3f28e287028a26c2372&amp;req=diYlFcx8m4ZeW%2FMW3nq%2BgR27uc%2FYSQnuqNuVfPc%2FBVgJ7cj8V08ysAHzNp6D%0AlorgGQ6LKJXz7kchRwF5uXHxHs8%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_b142eefc69\"><b>2.3. Viewing total revenue and quarterly overview \ud83d\udcc6<\/b><\/h2>\n<p class=\"no-margin font-inter\">On the left side of the page, you will see:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">An overview of total revenue excluding VAT for the current year.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Next to it, you will see the amount related to the current quarter.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526688\/06a00c2d0fcc5aab6d9854ca79e3\/Screenshot%2B2025-06-05%2Bat%2B14_36_43.png?expires=1787767200&amp;signature=3b09041d7863a258757264871f02934e74aaf40cb372b1f9f6f1b27ba3872bde&amp;req=diYlFcx8m4dXUfMW3nq%2BgZmpdkOkVL3ljMLCF20jlmeAkCdbd%2BOpwOQiIMJa%0AEvKqdARuygNvUPYD48JvzR51GTA%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_048f969f38\"><b>2.4. Filtering revenue \ud83d\udd0e<\/b><\/h2>\n<p class=\"no-margin font-inter\">To filter revenue by different criteria:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click on the filter icon to choose from various filter options, helping you sort revenue based on your needs.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526698\/0f365dbea021492f5c0c45e558f8\/Screenshot%2B2025-06-05%2Bat%2B14_39_41.png?expires=1787767200&amp;signature=85ca24b2e2914cecf0872a6b6e5f2a45fed5ca9ec3585f6d8d47dc8e245bcc6a&amp;req=diYlFcx8m4dWUfMW3nq%2BgTgNwf%2BaG0rV1Rtez8gkCtD8DrsAv3BpFm678sBc%0AOXHU1b0NobIDic4vgB9paQZCU8k%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_0de6fb948f\"><b>2.5. Managing and editing clients \ud83d\udc64<\/b><\/h2>\n<p class=\"no-margin font-inter\">To manage and edit clients:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Go to \u201cClients\u201d.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">You can either search for existing clients or click on \u201cAdd a new client\u201d to add a new one.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526701\/45de7d5cd2ea108c0817ecefbd8f\/Screenshot%2B2025-06-05%2Bat%2B14_23_26.png?expires=1787767200&amp;signature=18fb5c4bdc336d251d465e067d4b5887c72495ab91823afdd5bb6863f4faf2e2&amp;req=diYlFcx8m4ZfWPMW3nq%2BgbYJaEX%2Bn5ADq9%2BUCqHChJVRnxgOpa7qbzXsMeub%0AwT44B0sEVqkUpYuWWXn4fFIB4fg%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\u2192 When adding a client, there are 3 types of clients that need to be added correctly:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Business or Organisation: For every company, self-employed person, or organisation.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Private individuals or organisations without a VAT number.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Diplomat or diplomatic organisation.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526699\/cd86a6fe4533f2fab7a65ff5b3d0\/Screenshot%2B2025-06-13%2Bat%2B16_00_28.png?expires=1787767200&amp;signature=f9960c0a8016e4431f7d93f9d21194a6fba22af9d13ae5678b4093be30d2dd8c&amp;req=diYlFcx8m4dWUPMW3nq%2BgabQjm%2BA7V3JDrdgnowfCRn%2FOCqwSqKmacgSMzCt%0AuT7cdCIgUxT9vX3IBBLsC%2Bnj7wU%3D%0A\"><\/div>\n<h2 class=\"font-degular\" id=\"h_cc38b14be2\"><\/h2>\n<h2 class=\"font-degular\" id=\"h_8cc3442244\">2.6. Managing the price list \ud83d\udcbc<\/h2>\n<p class=\"no-margin font-inter\">To manage the price list:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Go to \u201cPrice list\u201d.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">From there, you can access the existing price lists, edit them, or add a new price list.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623526705\/268e8f4c0c59c0795980d09f7451\/Screenshot%2B2025-06-05%2Bat%2B14_28_00.png?expires=1787767200&amp;signature=04ff1782f707183f6bf6c9c5c44fc033a3f931bd2ba8d7042dccdf1c9d5b07b6&amp;req=diYlFcx8m4ZfXPMW3nq%2BgU3aTjaLu4TlQIUcnJ4XqyFq2w2sP1eji5%2BsmhXz%0AzFzrYPgC8kwKHZuCizecfFBCLGU%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<h1 class=\"font-degular\" id=\"h_b60c0f763b\">3. Bank page overview \ud83c\udfe6<\/h1>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">On this page, you can view all bank transactions linked to your client\u2019s account.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Each transaction can be:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Linked to an existing <b>revenue<\/b> or <b>expense<\/b> invoice.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Categorized manually under a suitable category (e.g., <b>VAT payment<\/b>, <b>VAT return<\/b>, etc.).<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623541643\/352e2f0c57f515e3b80a52487918\/Screenshot%2B2025-06-06%2Bat%2B14_33_14.png?expires=1787767200&amp;signature=8f5a4ac19a3e66f3c33515e170ead2cadfff1a7157c9b9c7b875e63813501eca&amp;req=diYlFcx6nIdbWvMW3nq%2BgR1bQIhxz4nnop24QGhpoHz4uQaeJoe2vcDGqo4A%0Ag%2FjNhVoomd0UdhIOlQT%2FPY3wSbo%3D%0A\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>1. How to manage your client&#8217;s expenses \ud83d\udcb8 As an expert accountant, you have the ability to manage and validate your client\u2019s expenses. Here\u2019s how to do it step by step: 1.1. Uploading expenses \ud83d\udce4 To upload expenses on your client\u2019s behalf: Click on Upload expenses. Then, click on Select a file and choose one [&hellip;]<\/p>\n","protected":false},"featured_media":0,"template":"","help_label":[553,723],"class_list":["post-32419","help_center","type-help_center","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Client interface - Accountable<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.accountable.eu\/en-be\/help-center\/client-interface\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client interface - Accountable\" \/>\n<meta property=\"og:description\" content=\"1. How to manage your client&#8217;s expenses \ud83d\udcb8 As an expert accountant, you have the ability to manage and validate your client\u2019s expenses. Here\u2019s how to do it step by step: 1.1. Uploading expenses \ud83d\udce4 To upload expenses on your client\u2019s behalf: Click on Upload expenses. Then, click on Select a file and choose one [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.accountable.eu\/en-be\/help-center\/client-interface\/\" \/>\n<meta property=\"og:site_name\" content=\"Accountable\" \/>\n<meta property=\"article:modified_time\" content=\"2026-08-31T11:27:07+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623520670\/d748f5c3595486ef7b0275aad9d2\/Screenshot%2B2025-06-05%2Bat%2B11_54_26.png?expires=1787767200&amp;signature=626a07949e35d9e51bf33052cc5022a27e86e95ac2410317fc6e7fd62ba25f89&amp;req=diYlFcx8nYdYWfMW3nq%2Bgdr1QjfZsJfdUZobbQj2gIGMGJivTZpHkBMVdRHp6Me8vbNzNJXQJokfYxFfpQ9YWCI%3D\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"13 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/help-center\\\/client-interface\\\/\",\"url\":\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/help-center\\\/client-interface\\\/\",\"name\":\"Client interface - Accountable\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/help-center\\\/client-interface\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/help-center\\\/client-interface\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/downloads.intercomcdn.com\\\/i\\\/o\\\/c9wnmh12\\\/2623520670\\\/d748f5c3595486ef7b0275aad9d2\\\/Screenshot%2B2025-06-05%2Bat%2B11_54_26.png?expires=1787767200&amp;signature=626a07949e35d9e51bf33052cc5022a27e86e95ac2410317fc6e7fd62ba25f89&amp;req=diYlFcx8nYdYWfMW3nq%2Bgdr1QjfZsJfdUZobbQj2gIGMGJivTZpHkBMVdRHp%0A6Me8vbNzNJXQJokfYxFfpQ9YWCI%3D%0A\",\"datePublished\":\"2026-08-24T07:22:51+00:00\",\"dateModified\":\"2026-08-31T11:27:07+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/help-center\\\/client-interface\\\/#breadcrumb\"},\"inLanguage\":\"en-BE\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/help-center\\\/client-interface\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-BE\",\"@id\":\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/help-center\\\/client-interface\\\/#primaryimage\",\"url\":\"https:\\\/\\\/downloads.intercomcdn.com\\\/i\\\/o\\\/c9wnmh12\\\/2623520670\\\/d748f5c3595486ef7b0275aad9d2\\\/Screenshot%2B2025-06-05%2Bat%2B11_54_26.png?expires=1787767200&amp;signature=626a07949e35d9e51bf33052cc5022a27e86e95ac2410317fc6e7fd62ba25f89&amp;req=diYlFcx8nYdYWfMW3nq%2Bgdr1QjfZsJfdUZobbQj2gIGMGJivTZpHkBMVdRHp%0A6Me8vbNzNJXQJokfYxFfpQ9YWCI%3D%0A\",\"contentUrl\":\"https:\\\/\\\/downloads.intercomcdn.com\\\/i\\\/o\\\/c9wnmh12\\\/2623520670\\\/d748f5c3595486ef7b0275aad9d2\\\/Screenshot%2B2025-06-05%2Bat%2B11_54_26.png?expires=1787767200&amp;signature=626a07949e35d9e51bf33052cc5022a27e86e95ac2410317fc6e7fd62ba25f89&amp;req=diYlFcx8nYdYWfMW3nq%2Bgdr1QjfZsJfdUZobbQj2gIGMGJivTZpHkBMVdRHp%0A6Me8vbNzNJXQJokfYxFfpQ9YWCI%3D%0A\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/help-center\\\/client-interface\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Help Center\",\"item\":\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/help-center\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Client interface\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/#website\",\"url\":\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/\",\"name\":\"Accountable\",\"description\":\"Your accountant and tax advisor on your smartphone\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-BE\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/#organization\",\"name\":\"Accountable\",\"url\":\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-BE\",\"@id\":\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.accountable.eu\\\/wp-content\\\/uploads\\\/2026\\\/04\\\/logo-512.png\",\"contentUrl\":\"https:\\\/\\\/www.accountable.eu\\\/wp-content\\\/uploads\\\/2026\\\/04\\\/logo-512.png\",\"width\":512,\"height\":512,\"caption\":\"Accountable\"},\"image\":{\"@id\":\"https:\\\/\\\/www.accountable.eu\\\/en-be\\\/#\\\/schema\\\/logo\\\/image\\\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Client interface - Accountable","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.accountable.eu\/en-be\/help-center\/client-interface\/","og_locale":"en_US","og_type":"article","og_title":"Client interface - Accountable","og_description":"1. How to manage your client&#8217;s expenses \ud83d\udcb8 As an expert accountant, you have the ability to manage and validate your client\u2019s expenses. Here\u2019s how to do it step by step: 1.1. Uploading expenses \ud83d\udce4 To upload expenses on your client\u2019s behalf: Click on Upload expenses. Then, click on Select a file and choose one [&hellip;]","og_url":"https:\/\/www.accountable.eu\/en-be\/help-center\/client-interface\/","og_site_name":"Accountable","article_modified_time":"2026-08-31T11:27:07+00:00","og_image":[{"url":"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623520670\/d748f5c3595486ef7b0275aad9d2\/Screenshot%2B2025-06-05%2Bat%2B11_54_26.png?expires=1787767200&amp;signature=626a07949e35d9e51bf33052cc5022a27e86e95ac2410317fc6e7fd62ba25f89&amp;req=diYlFcx8nYdYWfMW3nq%2Bgdr1QjfZsJfdUZobbQj2gIGMGJivTZpHkBMVdRHp%0A6Me8vbNzNJXQJokfYxFfpQ9YWCI%3D%0A","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"13 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.accountable.eu\/en-be\/help-center\/client-interface\/","url":"https:\/\/www.accountable.eu\/en-be\/help-center\/client-interface\/","name":"Client interface - Accountable","isPartOf":{"@id":"https:\/\/www.accountable.eu\/en-be\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.accountable.eu\/en-be\/help-center\/client-interface\/#primaryimage"},"image":{"@id":"https:\/\/www.accountable.eu\/en-be\/help-center\/client-interface\/#primaryimage"},"thumbnailUrl":"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623520670\/d748f5c3595486ef7b0275aad9d2\/Screenshot%2B2025-06-05%2Bat%2B11_54_26.png?expires=1787767200&amp;signature=626a07949e35d9e51bf33052cc5022a27e86e95ac2410317fc6e7fd62ba25f89&amp;req=diYlFcx8nYdYWfMW3nq%2Bgdr1QjfZsJfdUZobbQj2gIGMGJivTZpHkBMVdRHp%0A6Me8vbNzNJXQJokfYxFfpQ9YWCI%3D%0A","datePublished":"2026-08-24T07:22:51+00:00","dateModified":"2026-08-31T11:27:07+00:00","breadcrumb":{"@id":"https:\/\/www.accountable.eu\/en-be\/help-center\/client-interface\/#breadcrumb"},"inLanguage":"en-BE","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.accountable.eu\/en-be\/help-center\/client-interface\/"]}]},{"@type":"ImageObject","inLanguage":"en-BE","@id":"https:\/\/www.accountable.eu\/en-be\/help-center\/client-interface\/#primaryimage","url":"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623520670\/d748f5c3595486ef7b0275aad9d2\/Screenshot%2B2025-06-05%2Bat%2B11_54_26.png?expires=1787767200&amp;signature=626a07949e35d9e51bf33052cc5022a27e86e95ac2410317fc6e7fd62ba25f89&amp;req=diYlFcx8nYdYWfMW3nq%2Bgdr1QjfZsJfdUZobbQj2gIGMGJivTZpHkBMVdRHp%0A6Me8vbNzNJXQJokfYxFfpQ9YWCI%3D%0A","contentUrl":"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2623520670\/d748f5c3595486ef7b0275aad9d2\/Screenshot%2B2025-06-05%2Bat%2B11_54_26.png?expires=1787767200&amp;signature=626a07949e35d9e51bf33052cc5022a27e86e95ac2410317fc6e7fd62ba25f89&amp;req=diYlFcx8nYdYWfMW3nq%2Bgdr1QjfZsJfdUZobbQj2gIGMGJivTZpHkBMVdRHp%0A6Me8vbNzNJXQJokfYxFfpQ9YWCI%3D%0A"},{"@type":"BreadcrumbList","@id":"https:\/\/www.accountable.eu\/en-be\/help-center\/client-interface\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.accountable.eu\/en-be\/"},{"@type":"ListItem","position":2,"name":"Help Center","item":"https:\/\/www.accountable.eu\/en-be\/help-center\/"},{"@type":"ListItem","position":3,"name":"Client interface"}]},{"@type":"WebSite","@id":"https:\/\/www.accountable.eu\/en-be\/#website","url":"https:\/\/www.accountable.eu\/en-be\/","name":"Accountable","description":"Your accountant and tax advisor on your smartphone","publisher":{"@id":"https:\/\/www.accountable.eu\/en-be\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.accountable.eu\/en-be\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-BE"},{"@type":"Organization","@id":"https:\/\/www.accountable.eu\/en-be\/#organization","name":"Accountable","url":"https:\/\/www.accountable.eu\/en-be\/","logo":{"@type":"ImageObject","inLanguage":"en-BE","@id":"https:\/\/www.accountable.eu\/en-be\/#\/schema\/logo\/image\/","url":"https:\/\/www.accountable.eu\/wp-content\/uploads\/2026\/04\/logo-512.png","contentUrl":"https:\/\/www.accountable.eu\/wp-content\/uploads\/2026\/04\/logo-512.png","width":512,"height":512,"caption":"Accountable"},"image":{"@id":"https:\/\/www.accountable.eu\/en-be\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/www.accountable.eu\/en-be\/wp-json\/wp\/v2\/help_center\/32419","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.accountable.eu\/en-be\/wp-json\/wp\/v2\/help_center"}],"about":[{"href":"https:\/\/www.accountable.eu\/en-be\/wp-json\/wp\/v2\/types\/help_center"}],"version-history":[{"count":3,"href":"https:\/\/www.accountable.eu\/en-be\/wp-json\/wp\/v2\/help_center\/32419\/revisions"}],"predecessor-version":[{"id":33284,"href":"https:\/\/www.accountable.eu\/en-be\/wp-json\/wp\/v2\/help_center\/32419\/revisions\/33284"}],"wp:attachment":[{"href":"https:\/\/www.accountable.eu\/en-be\/wp-json\/wp\/v2\/media?parent=32419"}],"wp:term":[{"taxonomy":"help_label","embeddable":true,"href":"https:\/\/www.accountable.eu\/en-be\/wp-json\/wp\/v2\/help_label?post=32419"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}