Client Portal - Configure

Configure Menu: Administrative Settings

The Configure menu in the Client Portal manages all administrative, financial, and technical settings for the client portal.

Sub-Menu Page	Primary Purpose	Key Fields / Configuration Options	Actions / Buttons
Users	Manage user access and contact details for portal logins.	E-mail, Name, Phone, Cell phone, Status (Enabled/Disabled toggle).	CREATE NEW (Opens modal to input user details), Toggle Status (Enable/Disable individual users).
Contact information	Update primary contact details for the company and for debtor communications.	When we need to contact you: Name, E-mail, Phone, Cell Phone. When your debtors need to contact you: E-mail, Phone.	N/A
Company details	Manage legal and identifying information and upload branding assets.	Name, Address, Zip, City, Country, Identification number, GLN, VAT number, Company tax approved. Includes Logotype upload field.	N/A
Bookkeeping	Map ledger codes and set up accounting software synchronization.	Select your accounting software (Toggle for using same ERP for invoicing/bookkeeping, Software name field). Automatic Bookkeeping (Toggle, Voucher series field). Account Number Table (Lists ledger codes and descriptions).	ADD ARTICLE ACCOUNT RULE
Payouts	Define and manage bank accounts for fund disbursements.	Table grouped by Currency (SEK, NOK, EUR, USD, etc.) with columns for Bankgiro, Plusgiro, Account number, IBAN, and Payout via.	N/A
Distribution	Set global rules and prioritize methods for sending invoices to debtors.	Invoice Settings (Toggles for Do not distribute, Invoice copy by SMS). Priority Order (Drag-and-drop ranking of E-invoice, E-mail, Letter methods).	N/A
E-mail	Customize email content used when distributing invoices electronically.	Show your logotype (Toggle). Message (Text box for custom message to customers).	N/A
PDF	Control the layout and data included in the generated invoice PDF files.	Toggles to Hide/Show elements: Article number column, Price column, Purchase order number, VAT, Delivery date, Delivery date note column.	N/A
Invoice template	Select and customize the visual template used for your invoices.	Select invoice template (Dropdown). Upload invoice advertisement (Image upload). Select from registry (Image selection from uploaded library).	N/A
+1 Add-ons	Manage optional features and service enhancements.	Attachment, Color print, Express delivery, Dedicated account (Each is a toggle/checkbox).	N/A
Integrations	Connect the portal to external systems (e.g., ERP, CRM) via API.	Table showing existing integrations (Name, Token, Status). Create new integration modal (Requires Integration name).	CREATE NEW, Toggle Status (Enable/Disable individual integrations)
Dashboard settings	Customize the data and widgets displayed on your main Dashboard view.	(Content not detailed in the video, but this is the control point for Dashboard elements).	N/A