Invite an accountant or bookkeeper to Billdu and enable access to your documents.
Navigate to ⚙️Settings - My team
In the mobile app tap on ⊕ Add a new team member and select Accountant
On the website click on ⊕ Add accountant in the Accountants section
Enter the accountant's Email address
Click on Invite or Send invitation
What happens next?
Your accountant will receive an email with an invitation and will be prompted to create an account by typing a new password
If an accountant's account is already present at Billdu, confirm the connection with Assign accountant
By clicking on "Accept connection" in the body of the email message the accountant's account is created and linked to your Billdu account
If an accountant's account was already present at Billdu, the accounts get connected automatically
Hint: If there's an error message in the accountant's account or no documents displayed, navigate to Clients and click on Confirm to confirm the connection
Note: You can also cancel the accountant's access to your company in your Accountant section. The accountant can cancel the connection in the Clients section
note: An accountant has only access to a company from which an invitation has been sent. You can enable access to multiple accountants or for different accountants to each of your businesses.