Administration
Users, roles, settings and account management
Add contact person to an organization
When you create an organization in ValidSign4Accountancy, you also indicate who the contact person is within this organization. It is also possible to add an ex
How do I add a user?
If your license have space for multiple accounts, you can invite additional users to your ValidSign4Accountancy group. Only an admin can add a new user. You do
How do I change my password?
You can navigate to your password settings via my profile. First, click on your name at the top right of your dashboard. Then click on 'my profile'. You will th
I want to retrieve my API token, how do I do this?
If you want to integrate ValidSign4Accountancy into your existing systems, you will have to use the API-Token. Only the admin of an account is authorized to req
Organizations in ValidSign4Accountancy
Within ValidSign4Accountancy you can create your own customer base. You do this by adding different organizations. Via your dashboard, click on organizations
Recent transactions
Under the heading recent transactions, the last five transactions created by the user are displayed. Also here, every user has a different overview. Behind the
Transaction overview: The different statuses of a transaction
Via the ValidSign4Accountancy dashboard, you can see all transactions that have been created within your account in the last 30 days. These transactions can hav
Upload contacts using a CSV File
In ValidSign4accountancy it is possible to add all your contact persons via a CSV file. Via this tool, you can immediately add all your contact persons to Valid
Upload organizations using a CSV file
In ValidSign4accountancy it is possible to add organizations via a CSV file. You can place all your customers in ValidSign4Accountancy in one go. Click on your
ValidSign4Accountancy dashboard. How does it work?
After logging in via https://v4a.validsign.nl you will see your dashboard: At the top you will see the different tabs where you can navigate to, namely "Dashbo