Invite Your External Accountant to Your Financials

If you use an external accountant to manage your books and financial reporting, you can invite them to your Financials so they can work with you on your fiscal data.

Once your accountant has gained access to your Financials, they can use the Accountant Role Center that gives easy access to the most relevant windows for their work.

Note

This functionality requires that the experience is set to Suite. For more information, see Customizing Your Financials Experience.

Invite Your Accountant to Your Financials

In the current version of Financials, inviting your external accountant requires an administrator to add them to your Active Directory tenant. The steps for doing this depends on the type of account that you used when you signed up for Financials. This topic is based on the use of an Office 365 account, which uses Microsoft Azure Active Directory.

Tip

We recommend that you contact your Financials partner for assistance.

If you have activated your subscription of Financials and are no longer using the evaluation company, you have an Azure Active Directory tenant. Your administrator or Financials partner manages this tenant in the Azure portal. This is where new users are added and licenses are applied and removed. For more information, see the Microsoft Azure portal overview.

Separate License

One of the license types for Financials is the External Accountant license. This license type is intended for use by users such as external accountants. This means that you do not have to buy an extra seat in your current Active Directory or use one of your existing Financials user accounts on your external accountant. For example, if your current Office 365 subscription includes 10 users for Financials, and you are currently using 10 Full User licenses, your administrator can simply add your external accountant as a guest user in the Azure portal and assign this user the External Accountant license at no additional cost. However, you can only have one user with the External Accountant license. If you want to add more users, you must update your Office 365 subscription accordingly.

See Also

Finance
Accountant Experiences in Dynamics 365 for Financials
Financials for Accountants on Microsoft.com