Accountants Edition Users

If you have more than one accountant that is working for your accountants firm, you can add them on your accountants edition as extra users. You can also allocate them to certain customers only.

To access the Accountants Edition Users, select the Administration…Accountants Edition Users option:

To add an additional user, click on the Add Accountants Edition User button:

To allocate your customers to one of your accountant edition users, click on Actions…Assign Clients:

To assign a client, click on the client in the left column, then drag and drop the client in the Assigned Clients column.

Click on the Permissions link next to the client to set the user permissions:

Click on the Save button. The accountant will now be allocated to that specific client.