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How to use Aspire as an Accountant User

Updated over a week ago

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

  • View account details

  • View account insights

  • View business information

  • View personal information

  • Set up and reset login PIN

  • Enable/disable fingerprint authentication

  • Access help and support

  • View and manage users and access permissions

  • View multi-user activity history

Transactions

  • View account balance

  • View past, upcoming, and pending transactions

  • Export transactions

  • Attach files to transactions

  • Make local transfers

  • Make FX transfers

  • Schedule transfers

  • Submit transfers for approval

  • Approve transfers

  • Add recipient (local or FX)

  • View recipient

  • View batch payment status

  • Update transaction categories

  • Connect with Wise to enable outbound SGD international transfers

  • Request account details to receive international transfers

Invoices

  • Export invoices

  • Create, send, track, or reconcile invoices

  • Delete invoices

Cards

  • Access Cards tab

  • View issued cards

  • Make card transactions

  • Issue or manage cards

  • Export card-specific transactions

  • Earn cashback on debit card spend

Advance Limit

  • Access Advance Limit

  • Apply for Advance Limit

  • View repayment schedule and receipts

  • Make credit repayments

Accounting Integrations

  • Connect and manage Accounting integration

  • Use MyInfo integration

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