DebraAnderson's avatar
DebraAnderson
Experienced Partner
11 years ago
Status:
Open

Bank Feeds: Allow AccountRight Live Administrator users access to apply for bank feeds

I can't stress enough how important it is that as a client advisor we need to be able to setup our client's bank feeds.  It is ridiculously time consuming and painful that we have to get the client's...
Banking
SallyA's avatar
SallyA
Partner
6 years ago

Why is it that only the AccountRight Online Owner can manage bank feeds?  For an accounting firm where the inhouse bookkeeper is an Online Administrator setting up client files they would be the most appropriate person to do this instead of having to get the partner to do it.