Articles on: Dashboard FAQ

Can I have the monthly statement/invoice sent to my accountant, etc.?

Yes, this can be done by:

Logging into the dashboard at
Go to 'Settings'
Choose 'Team members'

Click 'Add member'

Choose 'Bookkeeper'
In the field 'Email address' enter the email addresses of the person you want the statement/invoice sent to
Click 'Add bookkeeper'

Updated on: 21/02/2024

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