An accounting office and its clients
An office sees its clients’ accounts under one sign-in, exports from each and locks what it exported. It is free.
Step by step
- In your account, open “Accounting office” and choose “Turn into an accounting office”. The account needs its company ID in the billing details.
- Clients invite you from their “People” page with the e-mail of the office’s owner. Accept for the office with “Accept the invitation”.
- “Clients” lists every client and its last export.
- At a client, choose the number of people working for it, tick the office’s people who keep its books, and choose “Save”. The others do not see that client.
- Choose “Export documents” or “Export expenses” at a client to open an export that continues the last one: the next period and its settings are filled in.
- Choose “Export” and download the file. With “Lock exported” on, the exported documents are locked.
- “Tax settings” at a client opens its tax settings.
Good to know
When a client unlocks something you locked, the client shows how many it unlocked.
To stop, choose “Stop being an accounting office”. The account keeps its own documents.
Related articles
- Invite an accounting officeInvite your accountant’s office, and its people export and lock without an invitation for each of them.
- Export documents and expensesDocuments or expenses of a period or of a selection, as a file for your accountant or in your accounting program’s format.
- Locking documentsLock a booked document or expense so that nobody changes it by mistake.