The Process for Inviting Your External Accountant
Before you get started, it is a requirement that you are logged on as a user with administrative rights, and also the SMTP setup must be in place to allow for sending emails from the system.
From My Business Central, make sure you have selected Explore all.
Under the Administration tab, click on Users:
From here, click on Process in the menu and select the Invite External Accountant option.
Now the Invite External Accountant wizard will open, starting with consent regarding sharing the organisational data with an external party.
If you are happy with the wording, click accept and click Next to go through to fill in the accountants details. You can also edit the email that will be sent to the accountant.
On clicking Next will grey the screen and show you a "Working on it..." notification. This may take a couple of minutes, so please just leave it until it has finished.
After Business Central has invited the accountant to gain access to your system, you will be notified of the success:
Need Help?
We hope that you have found the information useful and that you have successfully invited your accountant to have access to you Microsoft Dynamics 365 Business Central system. If you need more help with Business Central, we are pleased offer a number of different options:
Training Support Implementation
If you are still not sure, please contact one of our helpful team:
Contact Us
Jesse Lawrence
Jesse is our marketing manager, keeping an eye on the latest news in the market as well as having worked on the GDPR legislation.