Skip to main content
Ebbage
Jan 18, 2021 3:07 PM UTC
Question

Sharing a report with a client (accountant)

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

Jan 18, 2021 5:17 PM UTC

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.