Contents and search
Linked administrations
Record a deliberate relationship between two administrations and their representing contacts.
An administration link makes visible that two administrations can be involved in a shared financial route. A contact in one administration can additionally be designated to represent the other administration.
Step by step
- 1Confirm that you have write access to both administrations.
- 2Select both administrations deliberately. Boekhouden never links them automatically by name, Chamber of Commerce number or VAT ID.
- 3Add the administration link and, where needed, state which contact represents the other administration.
- 4For a new link, Boekhouden immediately prepares receivable and payable accounts at both ends. Only suitable free standard accounts without earlier postings are reused; other relationships get separate accounts. Equal accounting currencies use that currency. When accounting currencies differ, choose the current-account currency once while linking, without an exchange rate. Existing links remain unchanged. An administration link does not establish a group relationship.
- 5End the link or representation when the relationship stops. Review and reduce existing balances according to the agreement afterwards.
What is on the screen?
- Both administrations
- Representing contact
- Start and end
- Financial account mappings
What happens next?
The link enables only explicitly selected routes and does not combine postings, contacts or balances. Creating and ending it continues to require access to both administrations.
Continue reading
Shareholders
Where available, link an existing contact as shareholder; Boekhouden immediately prepares the current-account relationship.
Read guidance →Current account
Record a payment or receipt through a contact acting for or on behalf of the administration.
Read guidance →Users and roles
Invite a Manager or Viewer and manage that person’s current access.
Read guidance →