How do I give my accountant or bookkeeper access?

Add your accountant or bookkeeper as a user so they can see your transactions, statements and reports, and keep your books up to date without being able to move money or change your settings.

Only Admin users can add an Accountant / Bookkeeper. To compare what each user access level can do, view here.

The Accountant / Bookkeeper role is for Zeller Dashboard only. It is not supported on the Zeller App, Zeller POS or Zeller Terminal.

To get started, log in to your Zeller Dashboard:

1. Navigate to Settings > Users.
2. Click + User.
3. Select Accountant / Bookkeeper, then click Next.
4. Enter their name and email address.
5. Click Create User.

Your accountant or bookkeeper will receive an email with instructions to activate their account. They have access to all of your sites, including any you add later, so you don't need to assign them to a site.

To change an existing user's role to Accountant / Bookkeeper, view here.

What an Accountant / Bookkeeper can do?

An Accountant / Bookkeeper can see information for all of your sites. They can:

• View and export transactions, settlements and reports.
• Download settlement statements and account statements.
• View your Zeller accounts and cards, and their transactions.
• Add receipts, notes, tags and categories to account and card transactions.
• Add notes to payment transactions, and assign a contact to a transaction or create a new one.
• View and download invoices.
• View your sites, devices, SIM cards, items, contacts, users, fees and pricing, and connections.

If your business is supported by Zeller Health they can also view and export claims.

What an Accountant / Bookkeeper can't do

• Take payments, process refunds or send receipts.
• Transfer funds, or create, edit or close accounts.
• Create cards or edit spend controls.
• Change your settlement account.
• Create, send or edit invoices.
• Add, edit or remove users.
• Change settings for your sites, devices, SIM cards, items or connections, such as Xero.

Verifying their identity

Identity verification is optional during initial login and is only required if the user will be issued a Zeller Debit Card or Zeller Corporate Card. Users can choose to bypass this prompt by clicking Skip this step > Confirm.

To verify at a later date, navigate to Profile Settings > Security and select Verify my Identity.

If you experience any difficulties giving your accountant or bookkeeper access, please get in touch with our Support team for assistance.