How to edit your company's accountant data in your Timedash account

In this text, you will discover how to edit your company's accountant data in your business account on the Timedash platform.

If you're looking for "how to edit your company's accountant data in your Timedash account," this guide will provide you with all the instructions.

Before explaining the step-by-step process of editing your company's accountant data in your Timedash account, it's important to remind you that the accountant has almost the same access to functionalities as a "company" user.

The accountant can view and edit information related to all units of your company registered in your Timedash account.

The only functionality that your accountant doesn't have access to is the option to upgrade or downgrade subscription plans.

With that said, let's move on to the step-by-step guide:

1. Firstly, click on the "Company" option in the left sidebar menu.

2. Next, click on "Bookkeepers."

3. Once you have previously added your company's accountant, they will appear in a list on the right side of your screen. Click on the accountant that you want to edit.

4. A popup with a form will appear on your screen. You can only change the name, phone number, and status of this accountant. By changing the status of your accountant to "disabled," you block their access to your Timedash business account. Click "Save changes" to finalize this edit.

Was this text helpful?