Cabinet Folder Portfolio
Video: Create a Client File
Section titled “Video: Create a Client File”Watch the step-by-step tutorial
Video: organize your firm and your client files
Section titled “Video: organize your firm and your client files”Watch the step-by-step tutorial
The cabinet portfolio lists all companies (folders) that you have access to as an accountant. From this page you can open a folder, create a new client file, archive a folder, and check your subscription seat usage.
Portfolio Overview
Section titled “Portfolio Overview”- Folders table: company name, email, ICE, city, company type, and status (active / archived).
- Filter: filter by active, archived, or all.
- Seats counter: shows used seats and total available seats.
- Subscription message: appears when no subscription is detected.
- Seat limit: if the maximum number of seats is reached, a warning appears and the New folder button is disabled.
Open a Folder
Section titled “Open a Folder”Click any row in the table to switch context to that company and access its accounting data.
Create a New Folder
Section titled “Create a New Folder”Click the New folder button (+ icon). A form opens to enter:
- Company name
- ICE (optional)
- RC (optional)
- City
- Country
- Company type
- Manager email (optional)
After creation, the folder appears in the table.
Import from Mossanid
Section titled “Import from Mossanid”Click Import from Mossanid to take over one or more dossiers from a Mossanid Compta backup. The dossiers are created with their fiscal years, accounts, journals and entries. See Import a dossier from Mossanid.
Read Dashboard Widgets
Section titled “Read Dashboard Widgets”This page shows the folder list directly. The cabinet dashboard widgets (onboarding checklist, folders needing attention, activity feed) are not embedded on this screen — they appear on other cabinet views when available.
Archive a Folder
Section titled “Archive a Folder”For each active folder, an archive button is available in the rightmost column. After confirmation, the folder is moved to archived status and no longer appears in the default active filter.
Common Tasks
Section titled “Common Tasks”- Check seat usage before adding a new client
- Filter by Archived to retrieve an old folder
- Click a folder to switch context and continue the client’s accounting
- Create a new folder only if seats are still available
Related topics
Section titled “Related topics”- My Firm > Invite my contacts: invite clients and suppliers and earn a bonus
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