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How do I create and send a new client file on Okimia (from RCA)?

Okimia and RCA (Préviflash) offer an integrated cash flow forecasting and tracking solution. Here's how to create your first files.

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Written by Support Okimia

If your firm's workspace already exists on Okimia but a given client does not yet have a profile there, there are two ways to create one:

Option 1 — Send the File by Clicking "Okimia" in Préviflash

  1. Click the "Okimia" button from within RCA.
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  2. Enter your Okimia workspace login credentials. Once logged in, the file will be created automatically within your firm's workspace on Okimia.
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You also have the option to create the file directly in your Okimia firm workspace.
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Once the file has been created in Okimia, you will be able to send it from RCA's Préviflash module to your firm's workspace on Okimia.
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Should you require any assistance, please do not hesitate to contact our support team :
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📞 01 76 50 33 88

📧 [email protected]
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📝 contact us via the chat

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