In the Accountant profile of your Legalinvoice PRO account you will see the Files area. It is divided into two tabs: ‘All files’ and ‘Bank accounts’.
By default, you’ll see an overview of your files as a file manager, along with all files without a file manager. You can adjust this view using the filters at the top. (*)
(*) TIP: Do you want to save a combination of filters? Then add the URL to your favorites.
To export purchase and sales invoices for multiple files simultaneously, select these files and then click the "Export Documents" button at the top.
To change the data of a file, click on the file. To the right of the name of the file you will then see a pencil icon to edit the file.
In the tab "Bank Account" you will fin an overview of all bank accounts that have been added to your files. Transactions appear in real-time in the file.