Manager: Managers have access to many of the business account’s sections, like Settings, Clients, Invoices, Payments, Expenses, Projects, Time Tracking, and more, with some exceptions. You can view a complete list of features available to Admins here.
BENCH BOOKKEEPING ADD ONS FULL
Here’s a brief overview of each role you can set up on the FreshBooks project management software to get started with team collaboration.īusiness Owner: The owner created the FreshBooks account and has full access to every project management tool but cannot add and edit custom accounts in the Chart of Accounts or create Journal Entries (only an Accountant can do these things).Īdmin: Admins have access to many sections in the business’ account, with some limitations. On top of that, if you need additional users in your account, you can assign specific user roles to your team members to limit the amount of access they have to company information and financials…depending on their role in the business. Send invoices, track time, manage payments, and more…from anywhere.įreshBooks is built specifically with small business owners in mind. Pay your employees and keep accurate books with Payroll software integrationsįreshBooks integrates with over 100 partners to help you simplify your workflows Set clear expectations with clients and organize your plans for each projectĬlient management made easy, with client info all in one place Organized and professional, helping you stand out and win new clients Track project status and collaborate with clients and team members Time-saving all-in-one bookkeeping that your business can count on Tax time and business health reports keep you informed and tax-time readyĪutomatically track your mileage and never miss a mileage deduction again Reports and tools to track money in and out, so you know where you standĮasily log expenses and receipts to ensure your books are always tax-time ready
Quick and easy online, recurring, and invoice-free payment optionsĪutomated, to accurately track time and easily log billable hours
BENCH BOOKKEEPING ADD ONS PROFESSIONAL
Wow clients with professional invoices that take seconds to create
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