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• Subscriptions …cluded in its price. You do not purchase a separate AI subscription. Access follows the validity of Business and stays personal; you cannot grant it to invited accountants. Working with accountants If your subscription allows accountants, use Accountants to choose each person's applications and either View only or View and edit permission. The list includes applications available in your subscription, except AI Assistant. You can separately grant Company account access to manage the company, settings and subscripti…

Company activity

• Accounting …able SAGA XML exports Select the period → Resolve the To-Do list now → Verify the situation and indicators → Download only the SAGA XML sets that have entries. Accountants access at the bottom of the sidebar and the page with View or Edit permissions Open Accountants at the bottom of the sidebar → Choose the Accountants or Invitations tab → Add, resend or revoke access → Check the permission and active company. The company managed with View permission and the active company's full details in a single read-only tabl…

Accounting

• Accountants Accountants Review who has access to the company and set each accountant's rights and permitted applications. Collaborator permissions Search for the accountant by name or email and check access status. View only allows consultation; View and edit allows authorised operations in the selected applications. Open Permitted applications and grant only the access needed for the engagement. Changing and withdrawing access Check the identity before saving different permissions. For an editing request, Accept or Decline re…
• Accountant Invitations Accountant Invitations Send and track invitations giving accountants access to your company. Inviting the accountant Enter the agreed person's email, permission and applications they will be able to access. Compare the address with the one used by the accountant and check the company before sending the invitation. The recipient must accept the invitation to begin the engagement. The sent invitation In Invitations, check the address, permissions, status and validity. Resend sends a new invitation for that engagement…