To manage your client books (account), your account needs to be set up as an ACCOUNTANT account.
1. Go to https://www.veryfi.com/ and click on "Create Free Account"
2. Go through the steps of creating an account, “Create Free Account,” starting with your email address. When done, hit “Create Account” to start the process.
3. Select “Expense Management App" as highlighted below.
4. Next, select “Manage Expenses for Multiple Clients” as shown below
5. Tell us a bit about yourself so we can customize the product for you. When done hit the “Continue” button.
6. You've finished creating your account! Press “Go To Dashboard” to start can customize the product for you.
Adding your fist clients
This is your Dashboard. The purple left nav indicates you are in your Accountant admin mode. It turns green when you log in as your client. Let’s add a new client.
Press “Add a Client” button
to manage your clients
Your clients need to be added by you inside the Client's section (https://app.veryfi.com/clients/).
From there ADD A CLIENT (as shown below).
Once a client has been added, you will see them listed as per the example below.
Find the client you want to manage and then press MANAGE CLIENT blue button as highlighted below.
2. You will be prompted to verify your request to manage that client. Click OK, MANAGE to continue.
3. Veryfi then takes you into your CLIENT account. Note you are on the Client's Team as an ACCOUNTANT (also an admin). Now you have full access to your client's account and can make changes, run reports etc...
4. To go back to your own account, press the icon/name of the Active Account (as illustrated above) to change back to your own account.
Video: Managing your Clients inside Veryfi
You can also watch a video on how to Manage your Clients here: https://www.youtube.com/watch?v=oTw-KfCKvJU
If you have questions, please email us on support@veryfi.com