Can I Submit on my client's behalf?


Help-Centre_Partner3.gifYes, you can and in fact it is very common partners’ practice, especially when dealing with clients’ backlogs.

Just select the client that you want to submit in the Bookkeeping view, and then click on the “Add items” tab at the top of the page.

The different submission methods are usually tailored to different situations and subscriptions.

For example, the post-in option is ideal for dealing with large backlogs brought by new clients; the direct upload is great for dealing with many digitised invoices simultaneously (especially with the multiple item PDF option); the Mobile app is irreplaceable when on a business trip.

Even better - ask your clients to submit on day-to-day basis! 

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