Customers, vendors, and team access
Check your own permissions as a team member
See the role and businesses currently available to your team login.
Choose a team member's business access
Choose which businesses a teammate may work in.
Remove team access when someone leaves
Remove future team access while preserving the work already recorded.
Add a customer, with or without an email address
A customer can be saved before you know their email address.
Find a customer's documents, payments, and outstanding balance
Use the customer’s workspace and statement to review what they owe and what has already been recorded.
Update a customer's billing details
Confirm the customer and business before changing billing details.
Add a vendor and review what you owe them
Create a vendor record for a supplier you buy from.
Invite a team member and choose what they can do
Invite a colleague with the role and business access their work requires.
Find a vendor's bills, orders, credits, and payments
Start from one supplier when you need to trace a purchase or payment.
Limit a team member to selected customers
Let a teammate work with specific customers rather than the entire customer list.