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How Do I Invite My Accountant To Payable?

Last Updated:
December 28, 2016

If you want to invite your company’s external accountant into Payable, there’s now a specific role that gives these users visibility into payments and tax-related details.

If you’re an “Owner” of Payable, you can invite your accountant the same way you’d add a new recipient - from the “Team” page. Just tap "Add Worker" on the Team page. In this example, we’re going to invite Andy Accountant to Payable. We only need Andy’s name and Email address to get started. Then select “Accountant” from the User Role drop down menu. You can also add a custom message that will show up in their invitation email to help set some context, provide further instructions, or simply use as a welcome message.

Invite Accountant

If you’re paying your Accountant as a contractor, they can still be paid through Payable by keeping the “Contractor” Type.

Accountant Dashboard

Accountants who have multiple companies will have their very own Dashboard to manage all of their clients from:

Accountant Dashboard

Pay your contractors with Payable!

$0.99 per payment

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