Transfer Account Ownership
This article explains how Acxite enables you to effortlessly manage your business finances and collaborate with your team. Acxite, as a comprehensive accounting platform, provides robust features for adding new businesses, managing user access, and ensuring a smooth workflow for all your financial tasks. Whether you’re an accountant managing multiple clients or a business owner overseeing your own books, Acxite simplifies the process of getting started and maintaining control.
Onboard new businesses
Follow these steps to onboard new businesses to Acxite:
Step 1 – Add a business in Acxite with your or your business name. A business in Acxite is a container to organise your financial documents and transactions. You can also add individuals if you are a sole trader or an individual managing personal finances. (For detailed instructions, please refer to the article: Setup a new business/entity in Acxite.)
Step 2 – Invite users to the new business that is set up for them. (For detailed instructions, please refer to the article: Invite users to Acxite.)
Step 3 – Share the business document inbox email with the users to allow them to upload documents via email. Acxite’s intelligent document processing will automatically extract data and create purchase bills and sales invoices directly in your ledger. (For detailed instructions, please refer to the article: Auto-forward emails for document recording to Acxite.)
Step 4 – Advise users to install the Acxite mobile app to scan bills and receipts and upload them on the go. Acxite will automatically populate your financial reports, like the Profit & Loss and VAT Summary, in real-time. (For detailed instructions, please refer to the article: Upload documents from mobile.)
Manage user access
Once users are invited, you can monitor and manage their activity and permissions.
Monitor user activity
The practice dashboard provides an overview of all the businesses you manage. It lists each business along with key information such as the number of documents currently in progress, documents ready for processing, and the date of the last upload.
This overview helps you track engagement and ensure timely document submission. For example, if a business hasn’t uploaded any documents recently, you can follow up with a reminder.
Please refer to the following article: Overview of the practice management page.
Manage user permissions
You can remove or update a user’s access permissions at any time. If a user no longer requires access or if their role changes, you can revoke access or adjust their permission level accordingly.
Please refer to the following article: Manage user’s access to business.
Assign staff to businesses
In addition to managing individual users, you can invite staff members from your practice and assign them to access specific businesses. This ensures everyone in your team has the appropriate access and visibility based on their responsibilities within Acxite.
Please refer to the following article: Manage staff member access to practice.
Offboard businesses from Acxite
If a business no longer needs to be managed within Acxite, you can offboard them in one of the following ways:
Option 1: Remove user’s access
If you’d like to preserve the business’s historical data but remove their access:
Step 1 – Remove the user’s access from the business. This will revoke their login permissions without deleting any data. Please refer to the following article: Remove users’ access to a business.
Step 2 – Modify the document inbox to avoid document upload via email. Please contact the support team via the in-app web chat or email to request a modification to the document inbox email.
Option 2: Delete business data
If you prefer to fully remove the business’s data from Acxite, simply delete the business associated from your Acxite account. This will permanently remove all associated data, including uploaded documents, user access, and business configurations.
Please refer to the following article: Remove business & delete business data.
Frequently asked questions
Q: Can users access Acxite on different devices?
A: Yes, Acxite is accessible on multiple devices. Users can use the web version and install the mobile apps for added convenience, allowing them to upload documents and manage finances on the go.
Q: Is there a limit to the number of businesses I can manage as an accountant or business owner?
A: Acxite offers flexibility. You can add and manage multiple businesses under a single account, streamlining your financial oversight. There are no charges for adding a business to Acxite; fees are typically based on document processing or other service usage.
Q: Can business administrators customise access for their team within Acxite?
A: Yes, Business Admins can manage and customise access levels for their team members within Acxite to align with their business structure and responsibilities. This ensures appropriate data security and workflow efficiency.
Q: How does Acxite handle data from uploaded documents?
A: Acxite has a powerful, built-in document automation engine. When you upload documents like invoices or receipts, Acxite automatically extracts the relevant data and uses it to create corresponding accounting transactions and populate your financial reports within its own system. This eliminates manual data entry entirely.