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User Permissions For Accountants

Grant bookkeepers or accountants access to Zanda for invoicing and accounting tasks with these permissions.

Your bookkeeper or accountant may need to have access to your Zanda account to help with invoicing and accounting, including exporting invoices and payments to Xero. Here, we will explain what user permissions to available features will be necessary, depending on the scale of job tasks your accounting staff members need to perform for you.

The permissions covered in this article specifically relate to accounting and financial data related access within your account. If you're looking for broader permissions, including those relevant to non-practitioner users, you may find our User Permissions for Reception/Admin Staff article helpful.

 

  1. For access to financial reports and Xero Export:
    • Enable Two-Factor Authentication on their user account (enforced by Xero)
    • Enable Profile Access: See only their clients. Access only their clients
    • Enable View All Calendars user permission
    • Enable Financial permissions > Access Financial reports: Can access Client, Financial and Practice reports that contain financial data:

      • Reports > Activity

      • Reports > Clients reports:

        1. Client Sources

      • Reports > Financial reports:

        1. Invoices & Payments

        2. Sales

        3. NDIS Bulk Upload

        4. Accounts Receivable

        5. Aged Receivables

      • Reports > Practice reports:

        1. SMS Usage

        2. Telehealth Sessions

        3. AI Scribe Usage

        4. Recent Referrals

      • 'Access Financial Reports' will give access to Tools > Xero Export

2. For the ability to create and edit invoices and payments, enable

  • Financial permissions > Access Client Invoices and Payments: Can view the list of invoices and payments for profiles they can access, including access to the Sales menu for all clients they can see. If not granted cannot view any client’s list of invoices and payments in their profile nor the Sales menu.
  • Administrative permissions > Access all Referrer and Third Party Profiles: Can search for, run a list of, add, and access the profiles for all referrers and third parties. If not granted, can only see referrer or third party details in association with their clients
  • Scheduling permissions > Edit Appointments > Edit Invoice Charges: Can see the invoices charge for appointments in the calendar and can edit the invoice. If not granted, will not see the invoice charge nor be able to edit the invoice.