Business types Accountants and bookkeepers
For accountants and bookkeepers
Prepare the books, and let the right person approve them.
A bookkeeper does the day-to-day, an accountant reviews, and the owner just wants to see how the business is doing. VexLedger gives each of them the access that fits.
Team and accessExample brand
- Example BookkeeperPrepares invoices and billsBookkeeper
- Example AccountantPosts, reconciles, reviewsAccountant
- Example OwnerSees everything, manages the teamOwner
- Example AdviserCan look, cannot changeRead only
What bookkeepers and accountants use most.
- A clear division of work
- A bookkeeper role can prepare invoices and bills, but cannot post them to the ledger.
- Reviewed before it is final
- An accountant role posts, reconciles and sees company-wide statements.
- Close the period
- Once reviewed, close the period so reported figures cannot change.
- A record of who did what
- Every posted entry carries its audit trail.
- Read-only access
- Owners, advisers or lenders can look without changing anything.
- Several clients' companies, one login
- Switch between organisations without signing out.
How it goes.
1. Daily
The bookkeeper prepares
Prepares invoices and bills, but cannot post them to the ledger.
2. Weekly
The accountant reviews
Posts, reconciles and sees company-wide statements.
3. Month end
Close the period
Once reviewed, close the period so reported figures cannot change.
4. Always
The owner looks on
A read-only role lets owners, advisers or lenders see without changing anything.
Where to start
More for accountants and bookkeepers
- Review and approvalThe bookkeeper prepares, the accountant approves.
- Audit trail and period closeA record of every change, and periods that stay closed.
- Year end and taxVAT, corporation tax and statutory accounts from the same books.
- Many businesses, one loginSeparate books for every company, switched in a click.
- Moving a client acrossBring over the history and start from where they are.
Ready to see your books clearly?
Talk to us about getting set up, or sign in if you already have an account.