Client access
The Balansix client experience is separate from the staff accounting workspace. Give each client user their own authorised access and only expose the information/functions the practice intends the client to use.
Clients should not receive staff accounts, staff-only links or shared practice credentials. If a client needs additional access, add the appropriate client user rather than lending them another person's login.
Uploading records
Clients can use the structured upload routes to provide supported sales, purchase/expense and bank records. The category helps the practice understand what has arrived, but the client is not posting the accounting transaction.
- Select the appropriate record category.
- Add the relevant file.
- Confirm the selected files before submitting.
- Wait for the upload confirmation.
- The record remains subject to staff review.
Information requests
When the practice sends an information request, respond against that request where possible. This keeps the answer attached to the work and reduces the risk that a document sent in a separate email is missed.
If the request cannot be completed, use the available response/comment route to explain what is missing rather than uploading an unrelated document simply to clear the item.
What clients can see
Client visibility is controlled by the practice. The client-facing experience is intended for approved documents, requests and relevant financial information, not for internal staff notes, team management, nominal coding, journals or review queues.
Sales invoicing
Where the practice has enabled supported sales-invoicing functionality for the client, use the client-facing invoicing workflow rather than attempting to access staff accounting screens. The practice retains the accounting controls behind the transaction.
If the client cannot upload or sign in
First confirm the client is using the correct Balansix client link and their own authorised account. Check the browser, file format/size and whether the issue affects one file or all uploads. If the problem continues, the practice can raise a support case with the client name, approximate time and screenshot of the message.