Settings & branches
Adding your accountant to your shop with their email
In Settings, Users and roles, type your accountant's email and press "Add my accountant". They see the books, entries and reports, with no new password.
Verified against the product on 1 min read
If your accountant already uses Dashing for other shops, your shop appears in their list as soon as you add their email.
Steps
- Open "Settings", then "Users & roles".
- At the bottom find "Have an accountant who uses Dashing with other shops?".
- Type their email in "Accountant's email".
- Press "Add my accountant".
- Wait for "is now your shop's accountant." Ask them to refresh their list of shops.
If it doesn't work
- "No account has this email.": they have no Dashing account. Add them as a staff member.
- "This account is already a member of your shop.": they are already in; check the users list.
- "The invite did not go through. Try again.": check the internet and press the button again.
What the system does not do
It does not create a password for them, and they cannot sell or change products.
Common questions
- What does the accountant see?
- The books, the entries and the reports only. They do not sell or change products.
- My accountant has no account yet.
- You will see "No account has this email." Add them as a new staff member from the users list instead.
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In the same section
- Adding a branch and switching the active storeFrom Settings: "Add branch" with a code and names in three languages, deactivate or activate it, then switch the "Active store" at the top to see one branch or all.
- Cash protection: count your drawers, block overdrawn paymentsIn Settings, Branches, press "Count the drawers", enter each drawer's cash, review the corrections and switch on. After that, no payment can overdraw a drawer.
- Choosing which notifications you get: in the app, email and SMSOpen Settings, then "Notifications" to switch the bell, email and SMS on or off, pick the kinds you want and turn the daily digest and weekly summary on.
- Downloading all your shop's data in one fileSettings, then "Your data", then "Export everything (zip)" gives you products, customers, suppliers, invoices and the journal as CSV files that open in Excel.
- Receipt settings: tax number, footer, paper width and QRIn Settings, Business profile, set the tax number, a thank-you or return-policy footer, the printer paper width and whether the receipt prints a QR code.
- Setting up the receipt printer: direct printing and the cash drawerPer device: choose the print dialog or a direct printer, print after every sale, open the cash drawer on cash sales, and test with a sample receipt.
This page is also available in العربية · کوردی
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