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- Can my bookkeeper get the numbers without a login?
Account and security Answer 10 of 13
Can my bookkeeper get the numbers without a login?
Yes: a custom report emails the P&L lines you choose on a schedule, and the people who receive it need no nouz login and take no seat on your plan.
Set one up in Settings and then Notifications, under Custom reports, with Add report. Pick any of the 34 lines of the P&L, a schedule and an hour in your store's timezone: daily covers yesterday, weekly goes out on Mondays and covers the seven days before, and monthly goes out on the 1st and covers the month before. You can add a comparison with the period before or with the same dates a year earlier, and up to 10 recipients per report. The form tells you when the next one goes out and which days it will cover.
Each recipient can unsubscribe with one click, which takes only their address off that report. A report goes out only once every day it covers has been calculated, so nobody receives a half-finished period. A store can have up to 10 custom reports, and one organisation's reports can reach up to 20 addresses outside its team.
Owners and admins set them up; an Analyst can see them but not change who receives them. Custom reports are on every plan, which makes them the way to share numbers on Base, where the plan covers one team member, and on Base they pause while a paid month is past its order limit. On Pro and Scale you can also invite a bookkeeper as an Analyst, with read-only access to everything.
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More in Account and security
All 13 questions- 08 Can I change the email address on my account?
- 09 What can each team role do?
- 10 Can my bookkeeper get the numbers without a login? You are reading this
- 11 Is there two-factor authentication?
- 12 How long does a session last, and how do I log out?
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