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Contacts and collaboration
Manage relationships, administration links, invitations, roles and ownership within the correct administration.
Contacts describe people and organisations with which the administration does business. Users are people allowed to sign in and work in the administration; these are different functions.
Why and when is this relevant?
Use these topics for customers and suppliers, relationships, shareholders, linked administrations and access for colleagues or advisers.
What does Boekhouden support?
Boekhouden keeps contacts, financial involvement and user permissions separate so a name or relationship never silently becomes authority or a posting route.
Guidance in this category
- 1 Contacts Find and manage customers, suppliers and other parties within one administration. Read guidance →
- 2 Add a contact Add a person or organisation using only the details needed for the relationship. Read guidance →
- 3 Link contacts Record a recognisable relationship between two contacts in the same administration. Read guidance →
- 4 Shareholders Where available, link an existing contact as shareholder; Boekhouden immediately prepares the current-account relationship. Read guidance →
- 5 Linked administrations Record a deliberate relationship between two administrations and their representing contacts. Read guidance →
- 6 Users and roles Invite a Manager or Viewer and manage that person’s current access. Read guidance →
- 7 Accept an invitation Within seven days, open an invitation that exactly matches your verified email address. Read guidance →
- 8 Transfer ownership After password confirmation, transfer an administration to an existing active user. Read guidance →