Follow

Can my client access their Receipt Bank account?

custom_extract.png

At Receipt Bank we encourage clients to be actively engaged in their bookkeeping in order to maximise productivity.

However as their advisor it is between you and your client whether access should be granted or not.

Should you and your client agree that access to the Receipt Bank account is beneficial, just follow these easy steps to set them up us a user for their account.

1. Login to your Receipt Bank Partner Dashboard.
2.Go to 'Client Management View'
3.Click on the relevant Client Account

ldwkldj.jpg

4.Go to 'Account Settings' menu.

5.Click 'Maintain Users' on the left hand side of your screen.

6.Select 'Manage' for the relevant user.

7.From the drop down menu select 'Send Invitation Email'

8.Enter in a memorable password and click 'Save'

 

This will send the login details to your clients email. They can use these details to login to the mobile app and begin submitting items.

If unsure as to whether or not a client should be granted access, don’t hesitate to get in contact with your Account Manager who will be more than happy to help.

Was this article helpful?
2 out of 2 found this helpful

Comments

Powered by Zendesk