If you are using the services of an accountant or bookkeeper, you will need to share your financial data with them. This article explains how to share your accounting information in Animana with your accountant.

Before you start

Step-by-step instructions

1. Go to  > Financial > Balance.
2. You might see the notification “Financial must be updated” at the top. In that case, click the button Start Job. You will then see a progress report and once the financial data is updated, you will see the balance.
3. Scroll down and click the button Select All to automatically tick all the boxes on the balance.
4. Then click the button Export at the bottom.
5. Select the desired period for the financial export and click Export Balance.

An Excel download will start automatically. You can save this file on your computer and share it with your accountant. Alternatively, you can grant your accountant access to Animana so they can download the document themselves. Below, you will find instructions on how to set this up.

More about this

How can I grant my accountant access to Animana?

1. Go to > General Settings > Role Management.
2. At the top, click the button Add User Role.
3. Give this user role a name, for example, “Accountant”.
4. Click Save.
5. A new column for this user role has been added, named “Accountant”. All permissions for a new access role are initially open, indicated by a green lock. Make sure to close all permissions except for the financial rights. Permissions can be opened or closed by clicking on the lock. This changes the lock from the green open lock (permission granted) to the red closed lock (no permission).
6. Then go to > General Settings > User Management.
7. Scroll down and click on New User [number].
8. Enter the accountant’s information.
9. Make sure to select “Accountant” from the drop-down menu on the right under “role.”
10. Click Save.
11. Share the login details with your accountant.

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