Aser OneInvite your accountant
Give your accountant their own sign-in to the books and Cashflow.
On the computer, 5 steps
Guide 1 of 14 in Accounting
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Open the page
In Cashflow, click Your accountant.
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Fill in
Type their name and e-mail, then click Invite.
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Details sent
They get their sign-in details by e-mail and show as Invited.
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Once signed in
Their status turns Active. Resend sends new sign-in details.
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Stop their access
Click Remove, then OK. Their entries stay in the books.
Next step
More guides
- 3Open your booksCheck the opening, then open the books.
- 4Add an accountA new account under the right parent.
- 5Classify a movementGive an untyped expense its account.
- 6Record a journal entryType the lines, check the balances, send.
- 7Lock a monthClose a finished month to any change.
- 8Reopen a monthAsk to reopen a locked month, then approve it.
- 9Check the VAT you oweThe figures for your monthly VAT return.
- 10Read your profit and lossIncome, expenses and profit, down to each line.
- 11Read your balance sheetAssets, liabilities and equity on one page.
- 12Check your trial balanceDebits equal credits, account by account.
- 13See an account’s historyOne account, line by line, back to the sale or expense.
- 14See who owes youCustomers and suppliers, sorted by age.
- The Accounting appAccounting
- All guidesLearn