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Answers / Team & accountants

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  • Receipts 13
  • Returns & lost receipts 16
  • Expenses & approvals 6
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  • Team & accountants 2
  • Getting started & pricing 3

Team & accountants

Roles, sharing and working with your firm.

  • How do I give my accountant access to Mylo? In Settings under Organisation, enter your accountant's email and invite them. They accept the link and land in your approval queue, and you can remove their access anytime. Read answer
  • Can my accountant see my private drafts? No. By default a connected accountant sees your submitted and approved expenses plus invoices and reconciliation data, but not your private drafts. They can only open your drafts if you opt in. Read answer
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