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Editing data in a client file
Editing data in a client file

How to access a client file to make edits and changes

Oliver Garside avatar
Written by Oliver Garside
Updated over a week ago

Editing and changing client files is a permission-based feature. 

Your client can grant you access from the accountant settings of their account:

  • Edit access to expenses, income records and invoices

  • Access to Bank Feeds

  • Ability to change/update GST status

NOTE: It is not possible to change any default templates, settings or subscription plans. Clients can revoke or change permissions at any time.

Once permission has been granted, click OPEN, and the client file will open in a new browser window:

If you don't see the OPEN button, permission has not yet been granted. Speak to your client.

You will notice the notification at the top of the browser showing you are accessing a client account: 

You will see the client dashboard and be able to access and change data based on the level of permission assigned to you by the client:

The client gets an email or push notification every time an accountant accesses their account:

Any changes made are logged, and a complete audit trail is created.

Once you are finished, click sign out, and you will return to the accountant portal

Remember to download the Rounded mobile app!

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