Articles on: Finance & Accounting

The accountant view and reports

Use Accountant tools to share one set of records and review its reports. A Reviewer can view records and add review notes. A Bookkeeper can also keep the books up to date.


Sharing records does not give someone ownership of your animals or rights to edit their profiles. Choose the record set carefully: access to one does not give access to all.


Open sharing and access


  1. Open Finance and select Accountant tools.
  2. Check the record name. If needed, choose Records and select View records.
  3. Select Sharing and access to open the invitation and access list.


No Finance records yet? Open Finance and select Add money to start them.


Only an owner can manage access. An organization's owners and co-owners already have owner access to its records.


Invite someone


  1. Under Invite reviewer or bookkeeper, choose an Access level: Reviewer or Bookkeeper.
  2. For an existing Creatures member, search by name, choose the person and select Add access.
  3. For someone new, select Invite by email. Enter their Email and Name, then select Send invite.


Invite reviewer or bookkeeper with Access level, name search, Add access and Invite by email


Email invitation with Reviewer access, Email, Name and Send invite


A new invitation gives access after it is accepted. Accounting invitations use email, not text. If a person already has access, adding them again with a different level updates that level.


The list shows accepted access with Remove, and waiting invitations with Cancel invite. Remove access when it is no longer needed. If an invitation goes to the wrong address, cancel it and send a new one.


Understand the access levels


  • Reviewer can inspect the shared records, reports, receipts and review history, and add review notes. They cannot change bookkeeping entries.
  • Bookkeeper can also record and adjust entries, match statements and close a month when it is ready.
  • Owner manages access and can reopen a closed month. Some setup actions, such as starting balances and depreciation setup, are owner only.


Open reports and transactions


Return to Accountant tools and select Reports and transactions. Check the record set and dates, then select Apply filters.


Accounting Review with date filters and report links for the selected records


Use Trial balance to review account balances, Tax schedules for the recorded tax groupings, or Export CSV for the selected records. If an export is being prepared, wait for its download control.


Open a transaction to see its details and supporting paperwork. Add note leaves context for another person. Add flag marks a question that needs review; Resolve closes it when answered.


Reports use what has been recorded. Missing paperwork, a pending entry or the wrong dates can leave a report incomplete. Check those facts before adding another entry to fix a total.


Use Year review


In Accountant tools, select Year review. Check the records, period and payment year before using its numbers or exports.


The Review this period with your accountant panel can keep a recorded version for review. Prepare recorded version records no money and sends no message. It gives the review a fixed set of facts to discuss.


Year review with the selected period and the Review this period with your accountant panel


Review questions and missing coverage still need attention. A prepared version or an accountant's review does not certify a complete asset list or approve a tax filing. If relevant facts change, the review may need to be refreshed.



Updated on: 28/10/2026

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