For accountants

If you keep the books for clients who use Invoa, you do not need their passwords. The client invites you with the Accountant role: you can read everything, reconcile bank statements, answer the client's bank questions, export journals and lock closed periods, but you cannot issue or change documents. The Accountant role is free on every plan. The accountant console puts all your client companies on one screen.

#Get access to a client's company

Ask the client's owner or admin to invite you:

1. They open Settings → Team and click Invite someone.
2. They enter your email and choose the role Accountant.
3. You accept from the email within 48 hours, signing in with that same email address.

Use one Invoa sign-in for all your clients; each client's company appears in your company switcher and in the console. See Team and roles.

#What the Accountant role can do

#The accountant console

The console lists every company you belong to, plus any company that signed up through your referral link.

• Approved partners open it from Partners → Open accountant console.
• Anyone else can open it at app.invoa.io/console.

Each row has three buttons:

• Open — switches to that company in the app.
• Exports — downloads a CSV without leaving the console.
• Set lock — sets or clears the period lock.

Exports and Set lock work where you are Accountant, Admin or Owner and the company is on Pro (or Dormant, or in its Pro trial). Other companies show Needs Pro; ask the owner to upgrade. Companies you only referred are shown for information.

#Exports

In the console, click Exports on a company row, choose the export and the dates, then click Download CSV. Inside the app, the same files are under Reports → Exports, and each report tab has Export CSV.

#Journal layouts

Void documents and drafts are never exported. Amounts are in ringgit with two decimals.

#Period locks

Lock a period once you have closed it, so nobody changes the figures you reported.

1. In the console, click Set lock on the company.
2. Choose Lock up to and including — for example 31 December 2026.
3. Click Save lock.

From then on, nothing can be issued and no payment can be recorded with a date on or before that day. Anyone who tries sees a message that the period is locked by the accountant. The lock date cannot be in the future.

To reopen, click Set lock and then Clear lock. Setting and clearing a lock are recorded in the company's Settings → Audit log.

#Dormant client companies

Approved partners can set up a company for a client before the client is ready to pay.

1. Open Partners and click Add client company.
2. Enter the Company name and click Create company.

The company is created on the RM0 Dormant plan with you as its admin, so you can import their history from Bukku, add contacts and items, prepare drafts, reconcile their bank statements and run reports and exports. Nothing can be issued on Dormant. When the company is ready, invite the owner from Settings → Team with the Owner role; when they accept, you become the company's accountant and they choose a plan in Settings → Plan & billing.

#Partner programme

Accountants, company secretaries and tax agents can apply to become Invoa partners from Partners → Apply as a partner. Approved partners earn a recurring commission on the subscriptions of clients they bring and get Pro free for the practice. The rules, rates and payouts are in the Partner Programme Guide.

#Related

• Team and roles
• Export your data
• Import from Bukku
• e-Invoicing in Malaysia