Work in a client's account (CA firms)
Open a client that accepted your firm, see what you can do there, and fix a missing Enter button.
Members of an accounting or audit firm open a client's account from Managed Clients. You work inside the client's organization with the access level the client chose.
Before you start
Enter appears next to a client only when all three are true:
| Condition | Who sets it |
|---|---|
| The client accepted your firm (status Active) | The client's owner or admin, in Settings → Team → Accountant access |
| Web access to clients is switched on for your firm | Alya Books. Ask support@alyabooks.ai; it is off until Alya Books has checked the firm |
| You are an active member of the firm | Your firm's owner or admin, in Settings → Team |
Steps
- In your firm, open Managed Clients in the sidebar.
- Click Enter next to the client. The client's dashboard opens and a banner "Managing: client name" stays at the top of every page.
- Work as usual: invoices, contacts, incoming invoices, VAT return. While the banner shows, everything you do belongs to the client.
- Click Back to My Clients in the banner to return to your firm.
What you can do
| The client chose | Your role in the firm | You can |
|---|---|---|
| Accountant | Owner, admin or accountant | See and prepare invoices, contacts, incoming invoices and VAT returns |
| Accountant | Approver or viewer | Only look |
| Viewer | Any | Only look |
A firm can never change the client's Settings or bank details, invite people, manage API keys, delete invoices or contacts, or become owner or admin of the client.
No Enter button?
- Waiting for client or Needs review: the client has not accepted yet. Remind them, or send an email invitation from Add Client.
- Active but no Enter: web access is not switched on for your firm. The page says so; write to support@alyabooks.ai.
- Paused by client: the client paused your access. Only they can resume it.
Good to know
- Clients are not listed in the organization menu at the top of the sidebar. Always go in through Managed Clients → Enter. After reloading the page you are back in your firm; click Enter again.
- If the client pauses or revokes access, or Alya Books switches your firm off, you lose access on your next page load.
- Without web access you still see each client's invoice figures in Managed Clients, and integrations can act for a client with the
X-Organization-Idheader (docs.alyabooks.ai).