You can share the access to your Amaiz web app with your accountant, bookkeeper or anyone else who is helping you to keep your financial records in order. This person will have limited access to the account, and won't be able to make payments on your behalf.
To grant the access, follow the steps below:
- Navigate to Settings, select "Access"
- Specify the name of the person and click "Grant access"
- We will generate temporary login and password; share these credentials with the person you are granting the access to
Below you will find the list of features they will be able to access:
|View and export invoices|
|Customise invoice template|
|Create and edit invoices|
|Mark invoices as paid/unpaid|
|View, edit and create clients|
|View transfer details|
|View transaction history and transaction details|
|Assign a category to a transaction|
|Attach receipts and invoices to a transaction|
|See your bookkeeping backlog|
|Add/remove a transaction from the current tax year|
|Enter subtotal in the transaction details to calculate VAR|
|View Direct Debits|
|Export account statements|
|View and share account details|
|View account limits|
You can revoke the access at any time via the Settings. To make sure your money and personal data remain safe, please share the access with trusted third parties only and review the list of people who can access your account every now and again.