Full extract/details/access for my Accountant
complete
Ian Franks
The monthly CSV file is little more than a summary of transactions with none of the notes or attachments included, in fact I note that where you categorise the lines on a Bill differentky, you don't get any category on the extract. This meanst he app does not save me accounting team when dealing with my accountant as I have to either add all the notes back in before sending her the CSV file or spend time working through it with her. Really need you guys to give us a way to share all the data in CountingUp with our Accountant through a more complete extract file or maybe even an additional access to the account that is read only?
Erika - Countingup
complete
If you are one of the many Countingup users who asked for an easier way to share data with your accountant, you’ll be pleased to know that we’ve already launched our Accountant Hub! It's easy to share with your accountant:
Step 1: Tap on the ‘More’ tab in the Countingup app
Step 2: Tap 'Your accountant'
Step 3: Enter your accountant’s email to invite them
Glyn Bowen
Very much needed. renders the app useless to me unfortunately. I have now got to do all my accounts outside of the app after having signed up for ease of accounting! Any update on when this feature becomes live?
Alan Greenwood
yes I agree, much needed
Tim Fouracre
in progress
Tim Fouracre
Thanks Ian and a great idea that we completely support. In face, we're working on this right now! Hoping to have a first version live in September.
Ian Franks
Tim Fouracre: Thanks for responding Tim, that's great news! I look forward to this becoming available very soon. :-)