The Accountant role is designed for external accountants and bookkeepers who need view-only access to financial data.
This role allows you to view transactions, export statements, and manage accounting integrations like Xero, without the ability to initiate transfers or modify account settings.
Accountant Role Permissions
Feature | Can Access | Cannot Access |
Account |
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Transactions |
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Invoices |
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Cards |
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Advance Limit |
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Accounting Integrations |
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