The EXPERT role is specifically designed for chartered accountants mandated by a client. It gives full access to accounting modules while preserving the client’s legal responsibility over their own company settings.
The file ADMIN is the client themselves (director or CFO). They are legally responsible for their company’s information. The EXPERT (your firm) is responsible for the accounting quality of the records. This separation prevents an accountant from inadvertently modifying the client company’s legal settings.
Action EXPERT ADMIN ACCOUNTANT Enter accounting entries Yes Yes Yes Validate entries Yes Yes No Reverse a validated entry Yes Yes No Reconcile contact accounts Yes Yes No Manage journals Yes Yes No Close a fiscal year No Yes No Reopen a closed fiscal year No Yes (reason required) No Carry forward opening balances Yes Yes No
Closing and reopening a fiscal year are reserved for the file ADMIN. If you
need to close as an expert, ask your client (ADMIN) to proceed with the
closure, or ask them to temporarily promote you to ADMIN.
Action EXPERT ADMIN ACCOUNTANT Create and edit quotes Yes Yes Yes Validate and send quotes Yes Yes No Create and edit customer invoices Yes Yes Yes Validate invoices (generates entry) Yes Yes No Record customer payments Yes Yes No Manage automatic follow-ups Yes Yes No
Action EXPERT ADMIN ACCOUNTANT Enter supplier invoices Yes Yes Yes Validate supplier invoices Yes Yes No Enter expense reports Yes Yes Yes Validate expense reports Yes Yes No
Action EXPERT ADMIN ACCOUNTANT View bank accounts Yes Yes Yes Import bank statements Yes Yes No Create and edit bank transactions Yes Yes No Manage Mobile Money Yes Yes No
Action EXPERT ADMIN ACCOUNTANT Export FEC (accounting file) Yes Yes No Export financial statements (balance sheet, P&L) Yes Yes No View general ledger Yes Yes Yes View general balance Yes Yes Yes Export to Excel / CSV Yes Yes No
Action EXPERT ADMIN Modify company legal information (name, RCCM, NIU) No Yes Modify system settings (currency, timezone) No Yes Invite or remove file users No Yes Modify user roles No Yes Configure VAT settings No Yes Configure journals Yes Yes Manage chart of accounts Yes Yes
The ADMIN remains legally responsible for information declared to the tax authority (NIU, company name, RCCM). An accountant should not be able to modify this information without the explicit agreement of the director — hence the role-level restriction.
All actions performed with the EXPERT role are recorded in the file’s audit log with:
Your identifier and first name
The action performed (validation, reconciliation, export, etc.)
The exact date and time
The file concerned
The file ADMIN can consult this log at any time from Settings → Audit log .
If you need access to an ADMIN-reserved feature (e.g. closing a fiscal year, modifying VAT settings):
Identify the blocked action and its module.
Inform the file ADMIN (your client) of the need.
The ADMIN can promote you to ADMIN from Settings → Users → your profile → Edit role .
Error Cause Solution ”Insufficient permission” Action reserved for ADMIN Ask the file ADMIN to perform the action or promote you ”Module access denied” Module not included in your plan or role Check the file’s subscription plan and your role ”Cannot close fiscal year” Year closure is ADMIN-only Ask your client to proceed with the closure
