Fiduciary

Guide for fiduciaries / trust firms that manage tenants in LIRENO.

Tenant vs. fiduciary

Role	Meaning in LIRENO
Tenant	Organisation with tenant number (MND-…) — runs receipts, invoices, banking, taxes for its own company
Fiduciary	Fiduciary account type (THD-…) — manages one or more tenants, switches scope, maintains fiduciary parameters

A tenant can be assigned to a fiduciary. The fiduciary sees the granted tenants and works in that tenant’s context.

What fiduciaries typically do

1. Sign in with a fiduciary account
2. Select / switch tenant (multi-tenant)
3. Use setup and modules on behalf of the tenant (within scope)
4. Maintain fiduciary parameters in setup (editable mainly as fiduciary)
5. Prepare VAT and support filing — ESTV / AGOV
6. Optionally set up integrations such as Microsoft 365

Start here

Topic	Page
Login & roles	Login & tenant
Fiduciary setup	Fiduciary setup
Several tenants	Multi-tenant
Core modules	Module catalogue

Scope note

• A full firm-only ERP is not required — fiduciaries use the same core modules per tenant.
• Add-on modules apply according to the selected tenant’s entitlements.
• This documentation covers roles and flows only — no prices.