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!
