Practice management
How do I end a collaboration?
Both the customer and the accounting office can, at any time, choose to end a collaboration. Other collaborations are not affected.
Go to Settings - Collaboration and select the customer you wish to end the collaboration for. Read more in Show/edit/end active collaborations.
If you receive an error message when trying to end a collaboration, informing you that main contact is missing for the customer number, you solve this by setting a new Main contact. Go to Spiris, switch to the customer's company and select Manage users. Change the user's role to Administrator. Finally, select this user as Main contact. Should your customer not be in the list over users, you first need to create a new user.
You can read more about what happens in the different services in End collaboration for a solution.
