Approval workflows in AccBooks AI
How to set up multi-step approval chains for transactions, journals, invoices and payment runs — ensuring nothing is posted without sign-off.
By AccBooks Team
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Commenting and annotations in AccBooks AI
How to add comments to transactions, invoices and journals — flagging items for colleagues, leaving notes for auditors and resolving queries.
By AccBooks Team
Read article → The AccBooks client portal
How accounting firms use the AccBooks firm portal to manage multiple clients — portfolio view, triage queue, deadlines and client communication.
By AccBooks Team
Read article → Document sharing in AccBooks AI
How to upload, organise and share financial documents — receipts, invoices, contracts and reports — with team members and clients.
By AccBooks Team
Read article → Inviting clients to AccBooks AI
How to give your clients secure, limited access to their own books — read-only views, approval portals and the client dashboard.
By AccBooks Team
Read article → Role-based access control in AccBooks AI
How permissions work across Owner, Accountant, Bookkeeper, Read-only and Client roles — and how to create custom permission sets.
By AccBooks Team
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