How does one grant bookkeeper access:

  1. Head to People
  2. Click Add Member on the top-right corner
  3. Select "External Bookkeeper? Give them access ->" and enter their details
  4. Choose the access type for the user
  5. Your bookkeeper/accountant will receive an email inviting them to join your company in Pleo

The External Bookkeeper feature gives your bookkeeper or accountant access to certain essential functions such as:  

  • Real-time expense tracking across the company
  • Management of custom categories to mirror your chart of accounts and respective tax codes
  • Enabling integrations with accounting systems and exporting
  • Attaching digital receipts 
  • Topping up your company's Pleo wallet

You can decide between limited and extended rights.

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