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How Do I Invite My Accountant To Payable?

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

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The information contained on this website is a summary of certain United States federal income tax rules relating to the reporting and taxation of payments processed by Payable. This discussion is based upon the provisions of the Internal Revenue Code, Treasury Regulations promulgated thereunder, judicial decisions, and published rulings and administrative pronouncements of the Internal Revenue Service, all as in effect as of the date hereof.  These authorities may change, possibly with retroactive effect.  Any such change in the law could alter or modify the statements and conclusions set forth on this website.  The summaries included on this website do not purport to deal with all aspects of U.S. federal income taxation that may affect you in light of your individual circumstances.  The information contained on this website does not address any reporting or tax consequences under state, local or foreign tax laws. 

The tax discussion on this website is included for general information only.  It is not intended to be, nor should it be construed to be, legal or tax advice to you.  ACCORDINGLY, YOU ARE URGED TO CONSULT WITH YOUR OWN TAX ADVISERS REGARDING THE SPECIFIC TAX CONSEQUENCES OF YOUR PAYMENTS PROCESSED BY PAYABLE IN LIGHT OF YOUR PARTICULAR CIRCUMSTANCES, INCLUDING THE APPLICABLE FEDERAL, STATE, LOCAL AND FOREIGN TAX CONSEQUENCES.

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