Accountants and bookkeepers
Your clients live, not after the quarter
You usually see a client's figures only once the quarter is over, by email and in pieces. In TELMAAR you look along the moment your client invites you, you see per set of books what is still missing, and you pull the file you need yourself.
All your clients in one list
Per set of books you see whether it is up to date, whether action is needed and how many tasks are open. So you do not start by making calls.
Look along without being able to change anything
The external accountant role grants read access and nothing else. You are shown no create buttons, and the restriction sits in the database itself.
Pull the audit file and ledger yourself
The XAF audit file, the ledger export and the purchase invoices are ready per period and per company, with the creation date included.
Frequently asked questions
How do I get access to my client's books?
Your client invites you with the external accountant role. You sign in with your own account and then see every set of books where you hold that role, side by side.
Can I change something at a client by accident?
No. External accountant is a read role. You are shown no create buttons, and the restriction sits in the database, not only in the screen.
In which format can I get the figures out?
The XAF audit file, a ledger export and an export of the purchase invoices, each per period and per company. Every file states the period, the company and the creation date.
Does this sound like you?
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