Find your way around the portal

Start with your firm

The dashboard is your starting point to open a client or invite a new one.

The Inbox and Tasks overviews help you follow work across clients. Always check which client a message or task belongs to.

Open a client

Select the client from the dashboard. Within that client’s workspace, you can open their Bank, Ledger, Documents and Contacts.

Use that client’s Integrations to configure Exact Online. Your firm’s details and team members are managed in your firm’s settings instead.

Use Inbox and Tasks

• Inbox contains client conversations. Open a conversation to read the context and reply.
• Tasks contains work to follow up, including review workflows. Open a task for its current status and next action.

Where an overview offers Mine and All, Mine refers to clients assigned to you. Also check the status filter if you cannot find an item.

Help your client in the app

Your client uses the AirBill app. For instructions on uploading receipts or creating invoices, share the business owner’s help centre. This accountant section covers your work in the portal.