Assign the right documents to the right address
For multiple companies, carefully check the company → recipient link. One accountant email may be relevant to several entities, but their documents must remain clearly separated.
- Open Sending and automation.
- Enter your accountant's email and specify which company documents belong to them.
- Check the address and selection and confirm the settings.
- Before the first send, open the preview of the specific package.
Explicitly confirm the first handover
The preview shows its contents and unresolved items that will not be sent. Check the recipient and actual documents and confirm this send. A saved address alone sends nothing.
Look for the result in the handover overview. If receipt is not yet confirmed, do not resend the same package repeatedly just because you are waiting.
An address change applies to future handovers
Before changing a recipient, pause future automation if you are unsure of current progress. A package already created or being sent has its own immutable document list and address; changing settings must not silently rewrite history.