This guide provides an overview of the permissions and basic information needed for the app to work smoothly for the user. Its purpose is to reduce questions, prevent workflow interruptions, and clarify what is controlled by permissions, what happens automatically, and what the accounting agency is responsible for.
Receipts and submitted documents
Features requiring admin or owner access
Invoicing in the app
For the user to work with customer invoices in the app, invoicing access rights must be enabled for their account. Once this is set up, invoicing becomes available in the app. If the feature is missing, it is usually because the access right has not been assigned.
Minimum access rights for invoicing in the app
Company information that must be provided
For invoicing to work smoothly, the company’s basic information must be provided. This is especially important for the VAT number and payment details. The information can be managed both in the platform and in the app, and it ensures that invoices can be sent correctly.
Receipts and submitted documents
All users normally have access to submit receipts in the app. This feature is used to collect documents on an ongoing basis and reduce work later. If the user does not see this section, it is usually because access rights to the archive or linked documents have been removed.
Approval of supplier invoices
To approve supplier invoices in the app, the user must have access rights related to approvals. At least one relevant review or approval level must be active. Once the access right is in place, the user can participate in the approval workflow directly in the app.
At least one of these three must be selected.
Payment of supplier invoices
For the user to pay supplier invoices in the app, a specific access right for payments is required. This access right determines whether the payment function is visible at all.
Making a payment also requires that certain basic requirements are met for both the company and the user.
“Create payments” must be enabled
Requirements for payments to work
In addition to the access right, online banking must be activated and the company information must be correct. The user making the payment must also be verified according to the bank’s requirements.
The invoice must include complete payment details, such as IBAN, bank giro/plus giro, and reference or OCR number.
Features requiring admin or owner access
Some parts of the app are restricted to the system administrator or owner (coming in Q1 2026). This includes, for example, updating company information and activating certain services. If the user does not have access to these functions, it is not due to an error but is a result of role allocation.
Activating e-invoice and Kivra in Sweden are examples of features that require an admin or owner role. It is important to be clear with the user about this to avoid unnecessary questions or expectations.