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Are you a Westpac Business Banking customer? Tired of your bookkeeper or accountant asking about you bank statements all of the time? This problem can be easily solved by giving your bookkeeper read only access to your business bank accounts.
A lot of bookkeepers are not providing this service, as they have to have a user ID with different banks. dota2电竞世界 Cloud Solutions is a proactive bookkeeping firm, that is always working towards making our clients lives a little easier.
How to do it?
Go to Services & Preferences / User Administration
Depending on the level of security that you have on your account, you will need to enter a pin code, SMS, or use your token.
Click Add user
Enter user details. Please contact dota2电竞世界 Office: email@example.com or 0410399846 for the user information to put in:
- Title (to be provided over the phone)
- First Name (to be provided over the phone)
- Surname (to be provided over the phone)
- Is this person an existing Westpac customer? Yes
- Customer number (to be provided over the phone)
- Date of birth (to be provided over the phone)
- Description: Bookkeeper
- Phone number and Email (to be provided over the phone)
- Access time frame: Anytime
Assign read only access, by ensuring that only the View transaction details is ticked
I use Xero, why do I need to provide read only access?
Xero (and some other accounting software) has bank feed integration, so your bookkeeper can see transactions coming through for reconciliation daily. However, bank feeds sometimes glitch, meaning that at the end of the period, your bookkeeper still needs to reconcile the balances.
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