Accounting office module

InvoiceOcean offers its users the Accounting Office module, which allows the management of accounting office client data. This module enables you to create free accounts for your clients and quickly download data from them. The accounting office has access to all clients and the ability to add new ones, providing a much faster and easier way to manage their data. Clients are able to enter most documents independently, and with the option to export from InvoiceOcean to popular accounting programs, they can quickly and accurately import data into their own accounting software.

However, only the Customer Service Operator can activate the Accounting Office module. If you are not one, please contact InvoiceOcean through the form you can find here.

Once this option is enabled, additional buttons will appear on the InvoiceOcean homepage: Add New Company and Supported Companies.

If you are a client using InvoiceOcean and wish to use the services of a specific accounting office:

• Go to the menu Settings > Account Settings.
• Go to the Configuration tab > Users and Privileges.
• In the section Accounting Office which has access to the system, enter the prefix of your accounting office.
• Click the Save button.
• Go to the Settings menu > Users.
• Click the Add/Invite User button.
• Fill in the displayed fields.
• Click the Add User button.

Here your clients will learn how to connect their account to be serviced by your accounting office.

For users with accounts that are not individually part of the plan for accounting offices, you can add a "Accountant" user to the system via the option Settings > Accountant access (link to article)