Setting up roles and permissions for your team
Give people the access they need and nothing more: from receipt uploads to running payroll.
As your team grows, not everyone needs to see everything.
Forum comes with four roles: Owner, Admin, Accountant and Employee. Each one can be adjusted, down to who can approve bills.
Every change is recorded in the audit log, so you can always see who did what, and when.
Blog
Keep reading
Guides
6 min read
How to get paid faster: seven invoice habits that work
Clear payment terms, a pay button on every invoice and polite reminders. Small changes that shorten the wait.
Basics
5 min read
Cash flow and profit are not the same thing
A business can be profitable on paper and still run out of cash. Here is why, and what to watch each week.
Guides
7 min read
A simple month-end checklist for small businesses
Ten tasks, about an hour, and your books are ready for your accountant.
