Invite your accountant
How to give your accountant access to their own portal.
Step by step
Open Members
Go to «Configuración › Miembros» and tap «Añadir miembro» (Add member).
Enter their email
Choose «Invitar» (Invite) and enter your accountant’s email and name.
Pick the «Contador» role
The «Contador» (Accountant) role gives access to accounting: chart of accounts, entries, statements and reports.
Send the invitation
Tap «Enviar invitación». Your accountant signs in the same way and works in their «Contabilidad» portal.
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