403 Unauthorized
This account doesn't have admin access to Ledger.
| Client | Invited | Last Seen | Status | ||
|---|---|---|---|---|---|
| Loading… | |||||
| Date | Description | Account | Trade Name | Type | BAS | Amount | GST | Note | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading… | |||||||||||
| Period | Transactions | Gross Income | Expenses | Net Income | Est. GST Payable | Est. GST Receivable | Est. Net GST |
|---|---|---|---|---|---|---|---|
| Month | — | — | — | — | — | — | — |
| Quarter | 0 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| YTD | 0 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Beta testing — bugs, ideas, anything.
Overview
Manage client access and review quarterly transactions. Clients record and submit; you approve or flag items for them to fix.
Quarter status
Submitted: ready for your review.
With Client: you've requested changes, waiting on the client.
Approved: finalised, permanently locked.
Reviewing a quarter
Click Open Ledger, then use the FY selector and Q1–Q4 dropdowns to navigate. The BAS Summary card (GST, PAYG withholding, net GST) sits above the Period Summary table — accountant-only, never shown to clients.
To request changes
Click the flag icon on any row and type a comment.
Flag as many rows as needed — they turn red with your comment below.
Click Request Changes. As the client edits each row, its comment strikes through; their Review History panel lets them jump to each flagged row.
To approve
Click Approve to preview the quarter's BAS figures.
Click Approve & Save. This locks the quarter for both parties and stores those exact figures as its permanent BAS record.
Save the PDF you're prompted for — Chrome/Edge let you pick the folder; other browsers download it automatically.
After the client resubmits, status returns to Submitted and flags clear — approve or request changes again.
Editing transactions
While a quarter is With Client, edit any field directly and click Save. Editing is locked on Submitted and Approved quarters. Edited rows show an edited badge visible only to you.
Account: Xero GL account. Trade Name: client's business entity. Hover column headers for descriptions.
Receipts
A paperclip icon appears on any row with a stored receipt — click it to open the original photo or PDF the client uploaded. Click Download Receipts next to Export CSV to bundle every receipt for the selected quarter into a zip, e.g. when the ATO asks for source documents during an audit.
Messages
Click Review History to open the thread for the selected quarter: status events, change requests, and free-text notes. The client can read and reply in real time.
Managing clients
You only see clients you personally invited. Pending = not yet logged in.
Invite Client: sends a magic-link email (no password needed).
Resend a fresh invite link.
Transfer to another accountant in your practice. All history is preserved; they leave your list immediately.
Archive: revokes login and hides them from your active list. Transactions, quarters, and notes are kept — restore anytime from the Archived tab.