Granting Accountant Access with Expensify
Edited
Please grant TristanCPA access to Expensify by following the instructions below.
Log in to your account. You cannot set this up on the mobile app at this time.
Go to Settings > Your Account > and scroll down to Copilot: Delegated Access.
Enter <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided, as the email address
Select: Full Access.
Click Invite Copilot.