An accounting firm can establish new client companies in the Netvisor program if they have user administrator (KH) rights in the accounting firm. The accounting firm can access service management through Company Menu > Service Management. In service management, you can see the companies you have access to.

"Open a new client company" link is visible to the accounting firm user who has the KH role in their accounting firm environment.

Establishing a new direct client relationship is done through Online Purchasing and you will receive the following notification:

Keywords: service management, open a new client company, online purchasing


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