Accountant forwarding
If your accountant works in their own package, such as Exact, SnelStart, Twinfield, or Yuki, you can have MyCompanyDesk send invoices and expenses to them automatically. This avoids mailing records one by one.
Where to find it
Go to Settings > Access & accountant (/settings/team) and open the Accountant section. Below the contact list is a card called Automatic forwarding.
What you can set
The card reads from and writes to /api/team/accountant-delivery. Any workspace member can read the settings; only team admins can change them.
| Setting | Options |
|---|---|
| Recipient | Choose an existing accountant contact, or none |
| Sales invoices | Off, when sent, or when paid |
| Expenses | Off, or when created |
| How often | Directly, daily, weekly (Monday), monthly, or quarterly |
| Only expenses with receipt | Hold back expenses that do not have a receipt yet |
| Attach receipts | Include receipt images as attachments |
| Attach invoice PDF | Include the invoice PDF |
| Include quotes | Include accepted quotes as well |
| Enabled | Master switch for automatic forwarding |
The default cadence for most offices is weekly on Monday, because one bundled email is easier to process than a separate message for every record.
Receipt requirement
When Only expenses with receipt is on, expenses without a receipt are not forwarded. They stay in the workspace and the count is included in the forwarding email so you know what is still pending. Your accountant needs the receipt to reclaim VAT, so this switch prevents incomplete records from leaving the workspace.
Permission to change settings
Only team admins can edit the dropdowns, checkboxes, and the master switch. Non-admins see the current settings but cannot save changes.
What is forwarded
Only records that are ready for an accountant leave the workspace:
- Not hidden from the accountant.
- Not pending review (bank or inbox items you have not confirmed yet).
- Not trashed or archived.
- Invoices must be sent; draft invoices are not forwarded.
- When the receipt requirement is on, expenses must have a receipt.
The engine runs on a watermark (last_delivered_at), not on individual status hooks, so a record is never missed because a new payment path was added later.
Related
- Access & accountant for inviting your accountant and choosing a contact
- Invoices for sending and managing sales invoices
- Expenses for adding receipts and expenses