An accountant's account:
is accessible only on the Billdu website
is not accessible via a mobile app
is shown as a team member of an account
can be connected to any Billdu account
can be connected to multiple businesses or accounts
shows Invoices and Expenses
invoices can be marked as "Processed"
documents can be exported as PDF, MDB or CSV
documents can be exported to Xero
Click here to learn more about how to invite an accountant/bookkeeper
How to invite a company from the accountant's account
Click on Settings - My team and select + New team member
Under the Role select Accountant
Enter the email address of your client and click on Send invitation
An email invitation will be sent to your client
Your client can
approve the email invitation
orclick on Confirm connection under Settings - My team - Accountant