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Client view
Updated over 2 weeks ago

The Publication Date is the date up to which the accounting is considered up-to-date according to the accountant or accounting expert.

When a publication date is set, clients will only be able to view their data up to this date.

See the article on Dashboard Publication

  • To simulate the client view, you can switch to "Client View" by clicking on "Client View" in the header.

  • From the panel, confirm the client view and close the panel.

  • Client view is now activated (indicated by the colored "Client View" header). The Dashboard is thus limited to the publication date. For example, data is available up to August 2022 in the illustration below.

  • To return to the initial state, click "Client View" in the header again to deactivate the filter.

Note that the client view is only available if a publication date is defined. It is unavailable if the Dashboard is in "real time" without restriction date.

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