{"id":7177,"date":"2024-05-02T13:18:54","date_gmt":"2024-05-02T11:18:54","guid":{"rendered":"https:\/\/leogeracademy.hestia.wpspace.me\/?post_type=docs&#038;p=7177"},"modified":"2025-04-23T09:33:54","modified_gmt":"2025-04-23T08:33:54","password":"","slug":"30-wie-lege-ich-einen-neuen-mandanten-an","status":"publish","type":"docs","link":"https:\/\/staging.churchtools.academy\/de\/help\/churchtools-module\/stammdaten\/30-wie-lege-ich-einen-neuen-mandanten-an\/","title":{"rendered":"Wie lege ich einen neuen Mandanten an?"},"content":{"rendered":"\n<p>Um einen neuen Mandaten anzulegen, navigierst du im Modul <em>Finanzen<\/em> (1) zu den <em>Stammdaten<\/em> (2), w\u00e4hlst <em>Mandanten<\/em> (3) aus und klickst auf <em>Hinzuf\u00fcgen<\/em> (4).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"640\" height=\"236\" src=\"https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2024\/05\/image-145.png\" alt=\"\" class=\"wp-image-8729\" srcset=\"https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2024\/05\/image-145.png 640w, https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2024\/05\/image-145-300x111.png 300w, https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2024\/05\/image-145-360x133.png 360w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/><\/figure>\n\n\n\n<p>Anschlie\u00dfend f\u00fcllst du alle <em>Felder<\/em> (1) aus und <em>speicherst<\/em> (2) den neuen Mandanten.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"284\" height=\"600\" src=\"https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2024\/05\/image-144.png\" alt=\"\" class=\"wp-image-8727\" srcset=\"https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2024\/05\/image-144.png 284w, https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2024\/05\/image-144-142x300.png 142w, https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2024\/05\/image-144-242x512.png 242w\" sizes=\"(max-width: 284px) 100vw, 284px\" \/><\/figure>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-002f1c27 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#3e70ce;border-left-width:0.5rem;background-color:#f3f5f7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Hinweis<\/strong><\/p>\n\n\n\n<p style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">Du kannst \u00fcber diese Schaltfl\u00e4che zwischen den bestehenden Mandanten und Buchungsjahren wechseln:<br><br><img decoding=\"async\" width=\"2560\" height=\"925\" class=\"wp-image-34713\" style=\"width: 800px\" src=\"https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2024\/05\/Finanzen_MandantBuchungsjahr-wechseln.png\" alt=\"\" srcset=\"https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2024\/05\/Finanzen_MandantBuchungsjahr-wechseln.png 2560w, https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2024\/05\/Finanzen_MandantBuchungsjahr-wechseln-300x108.png 300w, https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2024\/05\/Finanzen_MandantBuchungsjahr-wechseln-1024x370.png 1024w, https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2024\/05\/Finanzen_MandantBuchungsjahr-wechseln-768x277.png 768w, https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2024\/05\/Finanzen_MandantBuchungsjahr-wechseln-1536x555.png 1536w, https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2024\/05\/Finanzen_MandantBuchungsjahr-wechseln-2048x740.png 2048w, https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2024\/05\/Finanzen_MandantBuchungsjahr-wechseln-360x130.png 360w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<\/aside>\n","protected":false},"excerpt":{"rendered":"<p>Um einen neuen Mandaten anzulegen, navigierst du im Modul Finanzen (1) zu den Stammdaten (2), w\u00e4hlst Mandanten (3) aus und klickst auf Hinzuf\u00fcgen (4). Anschlie\u00dfend f\u00fcllst du alle Felder (1) aus und speicherst (2) den neuen Mandanten.<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[281],"doc_tag":[],"knowledge_base":[172],"class_list":["post-7177","docs","type-docs","status-publish","hentry","doc_category-stammdaten","knowledge_base-churchtools-module"],"acf":[],"year_month":"2026-05","word_count":35,"total_views":"911","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Jasper Stehmeier","author_nicename":"jstehmeier","author_url":"https:\/\/staging.churchtools.academy\/de\/author\/jstehmeier\/"},"doc_category_info":[{"term_name":"Stammdaten","term_url":"https:\/\/staging.churchtools.academy\/de\/help\/churchtools-module\/stammdaten\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Module","term_url":"https:\/\/staging.churchtools.academy\/de\/help\/churchtools-module\/","term_slug":"churchtools-module"}],"knowledge_base_slug":["churchtools-module"],"_links":{"self":[{"href":"https:\/\/staging.churchtools.academy\/de\/wp-json\/wp\/v2\/docs\/7177","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.churchtools.academy\/de\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/staging.churchtools.academy\/de\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/staging.churchtools.academy\/de\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.churchtools.academy\/de\/wp-json\/wp\/v2\/comments?post=7177"}],"version-history":[{"count":4,"href":"https:\/\/staging.churchtools.academy\/de\/wp-json\/wp\/v2\/docs\/7177\/revisions"}],"predecessor-version":[{"id":34715,"href":"https:\/\/staging.churchtools.academy\/de\/wp-json\/wp\/v2\/docs\/7177\/revisions\/34715"}],"wp:attachment":[{"href":"https:\/\/staging.churchtools.academy\/de\/wp-json\/wp\/v2\/media?parent=7177"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/staging.churchtools.academy\/de\/wp-json\/wp\/v2\/doc_category?post=7177"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/staging.churchtools.academy\/de\/wp-json\/wp\/v2\/doc_tag?post=7177"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/staging.churchtools.academy\/de\/wp-json\/wp\/v2\/knowledge_base?post=7177"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}