Managing CPA Users

CPA users can approve bills, work on multiple companies, add or remove approvers, and add or remove company admins once they’re assigned to a company in Entryless.

To assign a CPA user to a company in Entryless, they must have a user account created with the CPA Junior (CPA Jr) user role.

To assign a CPA user to a company, in the user menu on the upper right, click CPA Settings and then click CPA Settings.

Select the user from the drop-down list. In the Available CPA Company List field, click the name of the company you want to give access to and then click Assign.

If the user appears in the Selected CPA Junior Company List field, the user already has CPA access to that company.

To remove a CPA Junior (CPA Jr) user from a company, select the user from the drop-down list and then in the Selected CPA Junior Company List field, click Remove.

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