How-to guides

How to organize accounting work in Claister

Choose a concrete job. Follow the actual app steps, then check that the result matches the client and work you intended.

Each guide includes prerequisites, a real product screenshot, verification steps and common questions. Button names match the current English app UI. Screenshots use fictional data; your team configures and reviews its own process.

Claister Add recurring task dialog with task fields, a monthly cadence and fictional client selection

How to set up recurring accounting tasks in Claister

Create a recurring accounting task, choose clients and the first period, check due dates, then verify the generated work in Claister.

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Claister Request documents dialog with title, accounting period, due date and requested document items

How to collect missing client documents in Claister

Create a period-specific document request, review the client message, check returned files and follow up on only the remaining missing items.

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Claister portal invitation form with Someone else selected and the fictional address client@example.test

How to invite a client to the Claister accounting portal

Check the client portal preview, select the exact recipient email, create or send an invitation and verify access before sharing client work.

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Claister client Time tab showing a fictional September month with saved entries and task and person breakdowns

How to track accounting time by client in Claister

Record manual time or use a timer, review and save the entry, then inspect the client’s monthly task and person breakdowns.

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Claister New template setup form for reusable task instructions and checklist steps

How to move accounting work from spreadsheets to Claister

Audit a spreadsheet task tracker, pilot one client process in Claister, reconcile active tasks and agree a cutover without duplicating work.

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