To access accountant-level features in Business Finance Assistant (BFA), users must set their access level to ‘Accountant’. Administrator users can switch their own access level to ‘Accountant’ without losing any existing access rights or privileges.
ℹ️ Note: Please avoid adding personal accounts to ensure accuracy and compliance with rules. All transactions are visible to administrators and accountants in your BFA account.
To enable and access accountant-level features, follow these steps:
- Go to 'Your Profile'.
- Select 'Preferences'.
- Ensure 'On' is highlighted in green next to 'Show accountancy information'.
- Press 'Save Preferences'.
Additionally, set 'Accountant' privileges for the primary account holder and any additional users by following these steps:
- Go to 'Your Profile'.
- Select 'Manage Users'.
- Highlight the email address to enable Accountant-Level features.
- Choose 'Accountant' as the Access Level.
For users with accountant access, the main menu will display additional features such as Chart of Accounts and Journal entries.
See also: How can I invite my accountant or Bookkeeper?