How to add access for an Independent Examiner or External Bookkeeper
This article covers how to add access for ExpensePlus verified Independent Examiners and External Bookkeepers, and how to provide access if the company you use doesn't appear on the list.
Verified Independent Examiners
Verified External Bookkeepers
ExpensePlus also offers outsourced bookkeeping services - email support@expenseplus.co.uk to find out more.
Adding access for a verified Independent Examiner or External Bookkeeper
If the Independent Examiner or External Bookkeeper your organisation uses is verified with ExpensePlus, then you can simply add access within the System Settings Screen.
Click the edit button to the right of the organisation section:
If you add an Independent Examiner, this will provide them view-only access to your ExpensePlus account.
If you add an External Bookkeeper, then it will provide them full access to your ExpensePlus account.
What if my Independent Examiner or External Bookkeeper doesn't appear as an option?
Only ExpensePlus verified Independent Examiners and External Bookkeepers appear as options. So if the company you use isn't listed, then you will need to go to the User Settings screen and add the person as a user.
Click 'Add User' at the top of this screen:
Then enter the user's details:
- For Independent Examiners - we recommend you give this user the role permission of 'Independent Examiner or Auditor', which will provide view-only access to your ExpensePlus account.
- For External Bookkeepers - typically, you would give this user the role permission of 'Finance Team', which will provide them with full access to your account, or you can create a custom user role or select from one of the other roles.
How can my Independent Examiner or External Bookkeeper become verified with ExpensePlus?
For more details on the verification process, please contact support@expenseplus.co.uk.
To apply to become an ExpensePlus verified Independent Examiner or External Bookkeeper, your agency must provide independent examination services and/or external bookkeeping services for at least 10 churches and charities that use and are subscribed to ExpensePlus.