Q. How Do i share my company file with my Accountant/ Book-keeper/ Staff?
A. You must be an owner to share the file.
Go to Home, Settings, Sharing,
Click on Share With to share with an existing SortMyBooks user, click on new account to add a new user.
More details in the attached PDF.
Comments
3 comments
Very useful feature :-) Ron
Might be worth having a "Purchases/Creditors Only" or "Sales/Debtors Only" setting button to simplify set-up of an Employee/Outsourced Book-keeper.
To use the quotes, it is crucial that the user has access to the customer and product details, without access to too much company information, especially the dashboard screen
Please sign in to leave a comment.