Invite your accountant or bookkeeper to Receipt Bank, and they'll be able to view, manage and collaborate with the paperwork that you've submitted to your account.
Use the "Invitations' section of the homepage to invite your accountant:
- Type their email address into the "Invitations" field.
- Click "Start collaborating"
Depending on whether or not your accountant/bookkeeper uses Receipt Bank already, they'll either be added to your account immediately, or contacted to see if they'd like to join Receipt Bank:
- Accountant/bookkeeper already uses Receipt Bank
- Accountant/bookkeeper does not currently use Receipt Bank
Accountant/bookkeeper already uses Receipt Bank
If your accountant/bookkeeper is already using Receipt Bank, you'll see this window:
Click 'Grant access'. They'll be given permission to access your account and view, edit and publish your submitted paperwork.
Accountant/bookkeeper does not currently use Receipt Bank
If your accountant/bookkeeper doesn't subscribe to Receipt Bank, you'll see this window:
- Complete their details
- Click "Send"
We will call your accountant/bookkeeper and ask if they'd be interested in using Receipt Bank. View the progress of this process from the "Accountant" section of your "Account Settings".
If your accountant proceeds to subscribe to Receipt Bank, they'll be given permission to able to access your account and view, edit and publish your submitted paperwork. When this happens, you'll receive the following email:
Comments
0 comments
Article is closed for comments.