Accounting expert permissions and limits

Accountant (expert) access is specifically designed for chartered accountants mandated by a client. It gives full access to accounting modules while preserving the client’s legal responsibility over their own company settings.

Principle of separation of responsibilities

The file ADMIN is the client themselves (director or CFO). They are legally responsible for their company’s information. The expert (your firm) is responsible for the accounting quality of the records. This separation prevents an accountant from inadvertently modifying the client company’s legal settings.

Permissions table by module

Accounting

Action	Expert	ADMIN	ACCOUNTANT
Enter accounting entries	Yes	Yes	Yes
Validate entries	Yes	Yes	No
Reverse a validated entry	Yes	Yes	No
Reconcile contact accounts	Yes	Yes	No
Manage journals	Yes	Yes	No
Close a fiscal year	No	Yes	No
Reopen a closed fiscal year	No	Yes (reason required)	No
Carry forward opening balances	Yes	Yes	No

Sales

Action	Expert	ADMIN	ACCOUNTANT
Create and edit quotes	Yes	Yes	Yes
Validate and send quotes	Yes	Yes	No
Create and edit customer invoices	Yes	Yes	Yes
Validate invoices (generates entry)	Yes	Yes	No
Record customer payments	Yes	Yes	No
Manage automatic follow-ups	Yes	Yes	No

Purchases and expenses

Action	Expert	ADMIN	ACCOUNTANT
Enter supplier invoices	Yes	Yes	Yes
Validate supplier invoices	Yes	Yes	No
Enter expense reports	Yes	Yes	Yes
Validate expense reports	Yes	Yes	No

Banking and treasury

Action	Expert	ADMIN	ACCOUNTANT
View bank accounts	Yes	Yes	Yes
Import bank statements	Yes	Yes	No
Create and edit bank transactions	Yes	Yes	No
Manage Mobile Money	Yes	Yes	No

Exports and reports

Action	Expert	ADMIN	ACCOUNTANT
Export FEC (accounting file)	Yes	Yes	No
Export financial statements (balance sheet, P&L)	Yes	Yes	No
View general ledger	Yes	Yes	Yes
View general balance	Yes	Yes	Yes
Export to Excel / CSV	Yes	Yes	No

Settings and configuration — restricted access for the expert

Action	Expert	ADMIN
Modify company legal information (name, RCCM, NIU)	No	Yes
Modify system settings (currency, timezone)	No	Yes
Invite or remove file users	No	Yes
Modify user roles	No	Yes
Configure VAT settings	No	Yes
Configure journals	Yes	Yes
Manage chart of accounts	Yes	Yes

The company decides, module by module

Since 2026 this table is no longer the last word: the client company itself chooses what its firm may do inside its folder, module by module. Three levels exist:

Level	What the firm can do
Manage	View and edit — the historical behaviour
Read	View only; any change is refused
None	The module is closed, viewing included

Modules covered: client invoices, supplier invoices, banking, accounting documents, accounting, chart of accounts, counterparties, products, fixed assets, financial statements, analytics, overview, subscription and settings.

Where these authorisations are set

At invitation time — when the company invites its firm, it ticks the modules it opens. Those choices apply as soon as the folder is created.
At any time — the company opens Settings → Chartered accountant access and adjusts the matrix for its firm folder. The rule belongs to the client: the firm can see it, but cannot change it.
On the firm side — each folder shows My authorisations: the collaborator knows, before starting, what the client has opened.

A firm can restrict its own collaborators further

Symmetrically, a firm sets what each of its collaborators may do on a given folder. The two settings always combine to the most restrictive: a firm can close more than the client opened, never the opposite.

Why these restrictions?

The ADMIN remains legally responsible for information declared to the tax authority (NIU, company name, RCCM). An accountant should not be able to modify this information without the explicit agreement of the director — hence the role-level restriction.

Traceability of expert actions

All actions performed via accountant (expert) access are recorded in the file’s audit log with:

Your identifier and first name
The action performed (validation, reconciliation, export, etc.)
The exact date and time
The file concerned

The file ADMIN can consult this log at any time from Settings → Audit log.

Requesting additional permissions

If you need an action reserved for the ADMIN or CFO (e.g. closing a fiscal year, modifying VAT settings):

Identify the blocked action and its module.
Inform the file ADMIN or CFO (your client) of the need.
The client performs the sensitive action themselves, or temporarily grants you a role that has the required permission from Settings → Team.

Common errors

Error	Cause	Solution
”Insufficient permission”	Action reserved for ADMIN	Ask the file ADMIN to perform the action or promote you
”Module access denied”	Module not included in your plan or role	Check the file’s subscription plan and your role
”Cannot close fiscal year”	Closure is reserved for ADMIN and CFO	Ask your client (ADMIN or CFO) to proceed with the closure