In the 'Accountant information' section, you manage fiscal information and VAT details of the relation. You can also upload and link mandates and engagement letters for the customer.
Here are some key fields:
- End of financial year: Adjust the financial year-end for the customer if needed. Using 'Show fiscal years,' you can also view a summary of financial years and extend or shorten a financial year by adjusting the dates.
- Next annual general meeting: This is an informational date. It can be updated in the 'Legal' section.
- Secondary profession: Check this box if the relation is practicing a secondary occupation.
- Cupboard number: Use this field to add the reference number for this file in the physical archive.
- Accounting software: Here, specify the accounting software your customer uses.
- Other software: Mention any other software used by this customer.
- Accounting digital mailbox: Add the specific mailbox for accounting purposes for this relation.
- Accounting access code: Enter the customer’s access code, for example, for logging into their accounting system.
Authorizations
The 'Authorizations' box is meant for keeping track of mandates you have for the customer. You can manually add mandates, or upload a CSAM mandate list, which AdminPulse will automatically process. Learn more about processing a CSAM mandate lists.
VAT
In the 'VAT' box, you fill in all relevant VAT details for the customer.
NACE
In AdminPulse, we display NACE codes up to 5 levels. These are automatically retrieved from the CBE when updating a relation (More actions > Retrieve information from CBE). NACE codes can also be manually added in the 'NACE' box.
Fiscal
In the 'Fiscal' box, you can indicate whether there is a pre-payment for this relation. AdminPulse will automatically generate the structured communication for pre-payment.
For a company, the structured communication is automatically filled based on the company number. For a sole proprietorship, this is based on the national register number.
Note: The structured communication field is editable. This is useful when the structured message changes after the first payment. In such cases, you can manually update the field. After this update, AdminPulse will no longer overwrite the field automatically.
Financial information
In the 'Financial information' box, indicate whether the customer pays via direct debit. This information can be used later in your email or invoice templates.
Bank accounts
In the 'Bank accounts' box, you can keep an overview of the relation’s IBAN numbers. When adding a Belgian IBAN, AdminPulse automatically fills in the corresponding BIC and bank name.
For accounts listed as "Other," you can enter a non-IBAN account number, like foreign accounts or a crypto account.
You can store multiple bank accounts for a customer and mark the default one with the star icon.
This box is also displayed in the 'Invoicing' section of the relation file.
⏭️ Up next, explore the following section of the relation file: The relation file - Letters section