How to manage bookkeeping tasks for your clients

This article explains:

• How to access a client's Pleo account

• What an admin versus bookkeeper client overview looks like

• How to sort your overview on the clients page

• How to enable email notifications for outstanding tasks

• How admins can remind bookkeepers about outstanding tasks

How to access a client's Pleo account

Bookkeeping tasks are completed from your clients' respective Pleo accounts. Here's how to access a client's account:

1. Go to the "Clients" page.

2. Click the three dots next to a client's name.

3. Click "Go to client."
   
   

Admin versus bookkeeper view of the Clients page

Admins will see four different tabs: 

• Invites: clients that have added you as an external bookkeeper

• Onboarding: all clients that have been invited to Pleo through the Partner Portal and are in the verification process

• My Clients: the list of clients that you are working with directly

• All: the full list of clients connected to the accountancy

If there are no current invites or clients in the onboarding phase, those tabs will disappear from view.

Bookkeepers will see two tabs:

• Onboarding: if any of their assigned clients are in the verification process

• My Clients: same as the above (a list of clients that they have been assigned to/are working with directly)

How to sort your overview on the Clients page

• For those of you working with a large number of organisations, typing in the "Search clients" field can be faster than scrolling through your list to find a specific client.

• The "More filters" box lets you filter your list by missing receipts. When you ticket the missing receipts box, clients that don't have any missing receipts will disappear from the list. The "Sort by name" option lets you list clients alphabetically (in either ascending or descending order).

How to enable email notifications for outstanding tasks

You can opt in to receive daily, weekly or monthly email reminders updating you on a client’s wallet balance, missing receipts, and expenses ready for export.

1. Go to the "Clients" page.

2. Click the three dots next to a client's name.

3. Click "View details."

4. Tick the "Email" box next to "Notifications."

5. Click "Select frequency" to choose how often you want to receive client updates. You'll start receiving notifications on Mondays at 10am CET.
   
   

How admins can remind bookkeepers about outstanding tasks

While anyone can choose to enable notifications (see the above section), admins can choose to send reminders if they notice outstanding tasks. To do so, admins:

1. Go to the "Clients" page.

2. Click on the three dots next to a client's name.

3. Click on "Notify bookkeepers:"

   
   

   

   
   

4. Tick the boxes depending on which tasks the reminder is about. Feel free to add more details in the comment box.

   
   

   

   
   

5. Click "Send email."

Done! Any bookkeepers assigned to that specific client will get an email.