Practice management
End collaboration for a solution
Both the customer and the accounting office can, at any time, choose to end a collaboration. Other collaborations are not affected.
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Go to Settings - Collaborations.
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Select the customer you wish to edit.
By expanding a customer, you get an overview of the active collaborations you have with the customer.
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 a user's role by selecting the pencil symbol followed by selecting 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.
Related topics
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Show/edit/end active collaborations |