Accountants & Bookkeepers Dashboard

With Entryless for Accountants and Bookkeepers, you can use the Accountant Dashboard to get a fast, complete view of all the companies you manage. You can see summary information on bill status and expenses for each of your companies.

Using the Accountants & Bookkeepers Dashboard

If you’re using Entryless for Accountants and Bookkeepers, to view the Accountant Dashboard, in the left pane, click CPA Dashboard.

The Accountant Dashboard shows summary information across the top row, including the total number of bills that are processing, pending, and approved, as well as the total expenses across all the companies you manage.

Below, you will see a list of all the companies you manage and for each company you’ll see bill and expense information, the number of users, and the accounting package that each company uses.

In the Option list, you can click an individual company to see its summary information in the dashboard.

In the Accounting Package list, you can click an accounting package to show just the companies that use a particular accounting package like Xero or QuickBooks Online.

Viewing Users

Entryless allows you to give role-based access to each individual company you manage, and the Accountant Dashboard uses the Add Sub User column to show you how many users are allowed to access each individual company.

To see the email addresses and assigned role for a particular company, in the Add Sub User column, click the number. The Sub Users window will open and show you the email address and role of any existing users. You can also click Add Sub User to add an additional user from the Accountant Dashboard.

Switching to a Particular Company

The Accountant Dashboard gives you a great at-a-glance view of all the companies you manage. To switch back to a particular company so that you can upload bills , approve bills , and make payments , in the upper right, click the company name you want to manage. In the left pane, click Dashboard. This will take you to the traditional Entryless dashboard.

To return at any time to the Accountant Dashboard, in left pane, click CPA Dashboard.

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