Hi Schof,

Your accountant should be able to view invoices and expenses that are assigned to a client. Make sure her account has been given project permission for all of your clients.  (Team > Assign Clients) You're right about expenses though, your staff members can only view the client specific expenses. You make a good point about the accountant role. I can definitely put this in for a feature request.

Peter

Hi Schof,

The expense doesn't necessarily need to be assigned to a client. However, staff users can only view expenses that have been assigned to a client. An admin can still add and view expenses without having to assign them to a client.

Sorry for the mix up!

Peter

Hey Schof,

The idea is that expenses will be kept private from other staff members unless the expense was spent on a client that the staffs manage. It's just another level of privacy for our users.

I actually recommend creating a general log-in for the admins, that way you can allow your accountant access to all the reports and expenses.

Hey there Sean,

We are aware of the accountant as a staff member issue/situation and its definitely on our minds.

As you know, there is no way to create a second admin account in FreshBooks. It's something that we are aware of that would be beneficial addition for our application. But as you said, we do get a lot of feature requests on a regular basis and although we are constantly making improvements on our application, there will always be features that we just have not been able to implement or even consider to implement yet.

Thanks again for the reminder!