Many of our customers in the UK use Pleo to pay for invoices. Up until now, only admins are the only ones who have the right to approve and pay invoices. However, it's now also possible for our UK-based partner bookkeepers to access invoices on behalf of their clients.
This article explains the approval process when:
The partner bookkeeper submits the request and the client approves
The client submits the request and the partner bookkeeper approves
The partner bookkeeper submits the request and the client approves
How a partner bookkeeper submits a request:
Go to the "Clients" page in the parter portal.
Click on the three dots next to the name of a client.
Click "View details."
Click "Permissions."
Click "Request permissions."
Click "Send request" to confirm.
A bookkeeper always view the status of the request by clicking back on the three dots, clicking "View details," and then going to the "Permissions" tab.
How the client approves:
The client admin will receive an email notifying them of the request.
Click the link in the email to open the request in the Pleo app.
Click "Grant access."
The client submits the request and the partner admin approves
How a client submits a request:
Go to "People".
Filter for the bookkeeper role.
Click on the name of a bookkeeper.
Click "Grant access:"
How the partner admin approves:
The bookkeeper will receive an email notifying them of the request.
Click the link in the email to open the request in the Pleo app.
Click "Accept access." This can also be done from the "Permissions" tab when clicking on the details of a specific client.