About Accountant Portal
Accounting-firm workspace: list all client accounts assigned to the firm and open each client in a dedicated review workspace to check and verify invoices, delivery notes, treasury and expenses.
At a glance
| Property | Value |
|---|---|
| Category | Financial module |
| Plan | Activate from Profile menu → App marketplace; availability depends on your plan |
| Status | Available |
| Open it | Module launcher → Accountant Portal, or rederp.ai/modules/accountant-portal |
What you can do
- See every client account assigned to your firm
- Open a client in a dedicated review workspace
- Verify invoices and delivery notes
- Check treasury movements and expenses
Detailed guide:
Step-by-step guides for this module are being written. In the meantime, open the module and let Ask Miss Red guide you — see Agentic ERP by RedERP.
Related
- Dashboard Overview — where the module's KPI card and widgets appear
- Subscription Overview — which plan includes which modules
- Settings — activate modules and manage user permissions