Invite an accountant or bookkeeper to Billdu and enable access to your documents.
Navigate to ⚙️Settings - My team
Click on ⊕ Add a new team member and select the role Accountant
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 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