Here's what your accountant or bookkeeper can access once connected to your Billdu account.
Access and limitations
Accessible on the Billdu website only - not available on the mobile app
Appears as a team member in your account
Can be connected to multiple businesses or accounts
What accountants can do
View all invoices and expenses
Mark invoices as Processed
Export documents as PDF, MDB, or CSV
Export documents to Xero
How an accountant connects to a client's account
If your accountant wants to invite a client from their own accountant account:
Go to Settings → My team → + New team member
Select the role Accountant
Enter the client's email address and click Send invitation
The client receives an email and can either approve the invitation or confirm the connection under Settings → My team → Accountant
Tip: To invite an accountant to your account, follow these steps.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.