How to give access to a bookkeeper to view your Receipt Bank account

custom_extract.pngYou can invite your accountant or bookkeeper to access your Receipt Bank account and advise you about best workflows.

For that simply follow these steps:

1.Go to the web app and login with your details.

2.Open your Account settings menu and navigate to the Account details tab.

3.At the bottom of the page, you'll find the option to give access to your accountant.

4.Click on the button to open a new screen and enter your accountant's email address.

5.If they already have an account with Receipt Bank, they will immediately see your details under their Dashboard.

6.If they are new to Receipt Bank, we will automatically send them an email invitation and one of our team will be in touch.

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