Switch between organizations and manage clients (CA firms)

One login can belong to several organizations. Accounting and audit firms also get Managed Clients, a list of client organizations they work for. A firm gets access to a client only after the client approves it.

Switch organizations

1. In the sidebar, click the organization name under the Alya Books logo.
2. Choose another organization. Pages reload with its data.
3. Create New Organization at the bottom of the menu creates another organization with you as owner. Enter the name, optionally the TRN, and choose My own business or Accounting or audit firm.

Manage clients (CA firms)

1. Open Managed Clients. The line under the title shows how many clients your plan allows, for example "3 of 25 clients".
2. Click Add Client and choose a tab:
   • Client on Alya Books (TRN): enter the client's TRN and click Send Request. The client's owners and admins get an in-app notification; no email is sent, so tell the client or use an email invitation. If no company on Alya Books has that TRN, or more than one does, the request is refused: invite by email instead.
   • Invite by Email: for clients not on Alya Books yet. Click Create Invitation, copy the link and send it to the client. It expires after 14 days. Open invitations are listed under Open email invitations, where you can copy the link again or cancel it.
3. The client shows as Waiting for client until they accept. Then it becomes Active, the invoice figures appear and your firm gets a notification.
4. The bin icon withdraws a request or ends your access. It never deletes the client's data.

Why clients must approve

A firm can work with a client's invoices and VAT figures, so the client decides who gets that access. Links set up before this rule were paused and show Needs review. They become active again when the client accepts them, or when Alya Books has confirmed them with the client.

Good to know

• Your firm shows as Verified or Unverified on every request. Alya Books verifies firms after checking the trade licence; write to support@alyabooks.ai.
• Owners can change the organization type under Settings → Team → Organization type. A firm with clients or open invitations cannot switch back to a business.
• To open a client and work in it, see Work in a client's account. Enter appears once Alya Books has switched on web access for your firm; this is done per firm, after checking it, because it lets every member of the firm work in all accepted clients.

Related

• Work in a client's account
• Accountant access to your organization
• Plans, credits and fee invoices
• Invite users and assign roles