Accepting the invitation
Your client sent you an invitation by email to access their Momenteo account using the accountant access feature. To access it, please click on the link in the email. If you did not receive the invitation, please check your spams.
If you already have a Momenteo account
If you already have a Momenteo account, our system will create the accountant access from it.
You only need to connect to your regular account to access the different accesses.
Please note that it is possible to change from the accountant access account to your regular account by clicking on your name located top left (under your logo)
If you do not already have a Momenteo account
If you do not have a Momenteo account, you only have to add your name and choose a password. We will use the same email address used in the invitation to create your account.
Please note that there is no fee to use Momenteo with an accountant access.
What do I have access to with the accountant access feature?
The accountant access allows you to consult your client's account without the possibility of editing or creating. Indeed, you have access to all the reports, invoices, expenses, travels, and other operations.
Reports
With the accountant access, you have access to all your client's reports:
- Tax summary
- Travels
- Expenses
- Revenues
- Profit & loss
- Etc.
It is possible to filter the reports and download or print the documents
Invoices
You can consult the invoices created by your client. Access them by clicking on the Invoices tab located left.
Please note that you cannot create or edit an existing invoice.
It is possible to filter the invoices according to the period, client, status, amount, and currency. To do it, you only need to click on the filter icon located right.
Expenses
You can consult the expenses added by your client. Access them by clicking on the Expenses tab located left.
Please note that you cannot create or edit an existing expense.
It is possible to filter the expenses according to the period, client, status, amount, category and currency. To do it, you only need to click on the filter icon located right.
Travels
You can consult the travels added by your client. Access them by clicking on the Travels tab located left.
Please note that you cannot create or edit an existing travel.
It is possible to filter the travels according to the period, client, status, amount, distance, and currency. To do it, you only need to click on the filter icon located right.
Other operations
The accountant access also gives you access to your client's Other operations tab.
Tax payment
You can see the tax payments made by your client. Please note that you cannot add a payment
Credit card payment
You can see the credit card payments made by your client. Please note that you cannot add a payment
Account reconciliation
You can check the revenues and expenses of your client. You can generate the report for the account reconciliation by filtering the account and time.