Can my accountant log in and check my Lucco Boss books?
Yes. You invite your accountant by e-mail. They see only your company, can review entries and lock the books to a date. Nothing is erased: a correction leaves the original and adds a reversal entry.
How to invite
You invite your accountant by e-mail. There are two levels: Can edit and View only. An invitation is Can edit by default, and you can change it to View only.
What they see
They see that company's books only, never your other companies. They review entries in the journal, and the reports export to CSV.
Review and lock
A reviewed entry is locked, so the document behind it cannot be changed or voided. The owner or an admin can lock the books to a date.
Corrections
An invoice that has gone out is not edited. To charge less, issue a Credit Note. To charge more, issue a Debit Note. A mistake in an entry is corrected with a reversal entry, and the original stays.
Questions bosses ask
Is there a page I can forward to my accountant?
Yes. The page for accountants explains how Lucco Boss keeps the books, in plain terms.
Updated · Lucco Technology
