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Book Sharing

Grant access to your peers with different levels of permission and work in a same book without compromising your financial info.

Updated over a year ago

Bkper is a collaborative bookkeeping service that allows many people to access and work in a same book, with different levels of permissions, providing you a clear view on your financials, with real-time balance sheet and profit & loss statements.

Share a book

Share a book by choosing a type of access specific people have.

  1. Sign in to Bkper

  2. Open the book you share.

  3. Click the blue Share button.

4. On the Sharing Settings pop up window, use the dropdown menu next to the email addresses to select the type of access you want them to have.

 5. Click the blue Save button for the visibility to become operative.

Visibility of your book

You can control how visible your books are to other people, from keeping books completely private to allowing anyone on the web to see them.

To choose who can see your Book: You can choose if your file should be available to anyone or restricted to only the people with access.

  1. Sign in to Bkper

  2. Open the book you want to change the visibility.

  3. Click the blue Share button.

  4. Click Change (on the first line of the Sharing Settings pop up window).

  5. Choose who can access the file ("available to anyone" or "restricted to only the people with access")

  6. Click the Save button.

Note: Any data in a Public Visible Book can be accessed by anyone with the link of the Book. Requires Login.

Permissions

When you share a book with other people, you have the choice to give them editing, recording, viewing and posting access. You can change this access at any time.

Here’s what people can do in a book with Owner, Editor, Record and View, View Only and Record Only permissions.

Owner

Editor

Record and view

View Only

Record Only

Create, modify and Delete Accounts and Groups

x

x

Record Drafts

x

x

x

x

Post Transactions

x

x

x

Check/ Uncheck Transactions

x

x

Delete Drafts

x

x

x

x

Revert Posted transactions

x

x

x

View Record & Balance Values

x

x

x

x

Share and Visibility

x

x

Lock transactions*

x

x

Unlock transactions*

x

* The lock date is only available for Bkper Business or higher subscription tiers

Note: Record Only users, can only use their smartphones (iOs and Android) to record and delete drafts with the Bkper App.

Remove sharing privileges

If you are the owner of a book, you can choose to remove or change permission settings. This allows you to control everyone who is able to access the book.

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