Platform › External Accountants
Accountant Access
The outside firm that keeps your books: who they are, what they may reach, who from their office is in your console right now, and every call every one of them has ever made here.
Where to find it
- Module: Platform
- Group: Connectivity
- Section: External Accountants
- Screen: Accountant Access
Address in the console: /platform/accountant-access
Workspace · 0 columns
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.