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Clients list with VAT number, documents and myDATA credentials columns

The Clients list — a Linked badge marks clients who connected their own account

  1. Open Clients in the sidebar and press Add Client.
  2. On the General tab fill in Client Name and VAT / AFM (9 digits; TaxLayer checks it’s a valid Greek ΑΦΜ). Country, currency, language and timezone default to Greece, EUR, Greek, Europe/Athens.
  3. On Finance & Tax:
    • VAT filing frequency — Monthly or Quarterly. Set it now; the VAT deadline cards need it.
    • Legal form — needed for the income-tax estimate.
    • myDATA Credentials — the client’s AADE User ID and Subscription Key. See Connect myDATA. You can also add these later.
    • Bank Accounts — optional IBANs, so uploaded statements link to this client automatically.
Add Client window, General tab

Add Client › General

  1. On Contacts, add the people at the client. See Contacts and team.
  2. On Team, choose which of your staff can see this client. Admins always can; members see only clients they’re on.
Add Client window, Team tab

Add Client › Team

  1. Press Save Client, or Save & Add Another to keep going (the myDATA codes are kept for the next client).
The client appears in the list. Click it to open its page: Home, Income & Expenses, VAT & Tax, Documents, Books & ledgers, Bank Transactions, Contacts.

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Editing and deleting

On the client page, click the client name › Edit Client. Saved myDATA codes show as Connected · ends in …1234; leave the fields blank to keep them or fill both to replace them. Delete Client asks for confirmation and removes the client and its contacts. Delete from the row menu on the Clients list does not ask — take care.

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Free plan

The Free plan includes one client. Pro includes 25 and Premium 35; beyond that each extra client is billed per month.