Overview

A Client represents the company to which an Accountant provides services by using Pragmeo. You can add multiple clients to your account either individually or in batches by using CVR numbers.


Create / Edit a Client

In the following steps, we will create a new client.


  1. From the navigation, click Clients.



  2. Click New.



  3. Enter the CVR number and click VIRK.DK.


    Pragmeo will fetch the information of the company from the government registry and populate the form accordingly for you to review. Some of the data like email address will not be fetched.

  4. Review or update the company information as needed.

  5. Optionally enter an e-mail and website for the client, and click Save.
     

The new client is displayed in the clients list.



TIP: Pragmeo automatically fetches information of any contacts in the client and display them in the contacts page.



Batch import clients


  1. Click New.



  2. Enter multiple CVRs separated by commas, and click Save.


Pragmeo will automatically fetches the client information from the government registry based on the provided CVRs and creates the clients accordingly.