Please note that the invitation of a bookkeeper as outlined in this article is only applicable to the Pro and Premium Plan. For more information about the plans please have a look here.
How to grant bookkeeper access
- Head People
- Click Add member in the top-right
- Select External Bookkeeper? Give them access and enter their details
- Choose the access type
- Your bookkeeper will receive an email inviting them to join your company
The External Bookkeeper feature gives your bookkeeper or accountant access to certain 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 choose between granting them limited or extended rights.