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Allowing your clients to choose which accounts they share
Allowing your clients to choose which accounts they share

Allow your clients to restrict accounts being shared, to avoid accounts being shared with you unnecessarily. # missing statement

Dale Stephens avatar
Written by Dale Stephens
Updated over a week ago

When you send an invitation to a client from the Statements page, you'll see a window open (see screenshot above) with a few options to select before sending the request.

User can restrict accounts shared?

With this option turned ON your clients can choose which accounts they share with you i.e. they can leave out any accounts they think are not relevant. This can be handy where your client may have access to business bank accounts that aren't needed.
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With this option turned OFF your clients are not able to remove any accounts from the statement request, and data for all available accounts will be retrieved once the request is submitted by your client.

Note, you can change this setting each time you create a request

Client View

This option either includes or removes the Yes/No button from your clients' view. Any accounts set to No, are not included in your download file.

If your client has not shared an account with you accidentally, just re-enable the request and ask your client to set the account to Yes then click on the submit accounts button. This gives us permission to share that account data with you.

If you still find accounts are missing from your client's download, take a look at some other reasons that could be the cause. If you still think there's a problem, send us a message via online chat and we'll take a look.

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