How do I add the rest of my team to Transaction Review?
Great question! With Digits Accounting Portal and Teams Management, we make it very easy to invite your whole team and also grant client by client permissions. Everyone only sees the clients that they are supposed to! Take a look here for how to add your colleagues.
How do I add my team or a third party to Transaction Review so that I can review their work before it goes to the client?
Follow the same steps listed here, but ensure that you grant “Account Manager” access and not Admin access. This will let them make changes to the books and update all uncategorized transactions. From there, you will want to create a review process with your team or third party partner to review their questions for the client before they send them. This way, they will have done all of the work and you just need to take the final step of sending the questions to the client.