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Ebbage
Ebbage
January 18, 2021
Question

Sharing a report with a client (accountant)

  • January 18, 2021
  • 1 reply
  • 0 views

Hi all,

 

As the accountant from an accountant log in, i have gone into a client, created a report and tried sharing it with them.

 

The client has admin access but is unable to see the reports i have created, other members of my accounting firm can view this but no one external.

 

can you help?

 

Thanks. 

1 reply

A
Ashleigh1
January 18, 2021

Hello Ebbage, 

 

Welcome to the Community page, 

 

So this is only created for the user only (accountant team members all count as the same user) and cant be viewed by others, customer reports can be printed/saved as a PDF to be shared physically or digitally with others though. 

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