Access for your accountant - link with invitation

If you want to grant your accountant access to your documents necessary for the monthly billing cycle, select Settings > Accountant Access from the main panel of the InvoiceOcean application.

This feature is available in every plan and does not affect the number of users within the account. You can disconnect the accountant at any time and add a new one in their place.

A window with the form Grant access for your accountant will appear in the system.

In the form, enter the accountant's email address, your name, or your company's name. You can use the default email title and content or create your own message from scratch. After filling in the necessary information, submit the form by clicking Send.

After sending the invitation to share documents, you will see a confirmation message in the top right corner indicating that the invitation has been sent.

If you need to add another user with the role of accountant, this is possible in the Professional and Enterprise plan. Perform the same steps as before or select Settings > Users. Then click Add/Invite User.

In the Add user field, you can decide whether you want to create the accountant role with a password set by you immediately or allow them to choose their own password.



By adding another user with the role of accountant, the number of users within your account will decrease or your plan may need to be upgraded. In the Professional plan, you can have up to 3 users; in the Enterprise plan the number of users are unlimited.

Your accountant will receive an email with an invitation link to log into the user's InvoiceOcean account that must be clicked. 



Then, in the registration window, they should enter the email address/login they used to receive the invitation link and their individual password. After entering the email address and password, they should click Login.

After logging in, the accountant will be able to independently download your documents, so you won’t have to transfer them each time.

If your accountant manages multiple companies, they can switch between them with a single click from the main panel of the InvoiceOcean program.

In the top left corner, they will find all the documents necessary for the monthly settlement.