Accounting Mobile Employee View

The Accounting mobile app has an ‘Employee’ role that allows employees to upload receipts without having access to your account.

Your employee will need to create an account at agexpert.ca but they do not need to have Premium.

Select More on the left menu and Sharing.

Click Share access.

Click Choose and select your employee from your contact list.  If they are not there already, you can select Add new to add them to your contacts.

Select the Employee (Accounting) type from the Access type drop-down menu and click Send invite.

The employee will receive an invite via email that they can accept to have access.  When the employee opens the Accounting mobile app, they now have the option to select your business.

To take a picture of a receipt, they follow the same instructions as a sharing user would: https://community.fccsoftware.ca/agexpert-accounting-mobile/agexpert-mobile/mobile-primer.html

They will see a slightly different screen, with Employee view identified at the top.

Once the employee has taken a picture of the receipt, it will show as Pending.

It will now show in the sharer’s pending section on the website.  Once the transaction has been completed online, the receipt will show as Reviewed until the end of the fiscal year.

Last updated on October 28, 2025 by FCC AgExpert