Fiscora shares invoices with your accountant through gestoría permissions — see how to work with your accounting firm and how to share documents with your firm.
Connect your gestoria
- Select Gestorias in the left navigation.
- Request access from the directory or approve an invitation from your accountant.
- Wait until the connection shows as active.
Enable invoice permissions
- Find the connected firm and select Manage access.
- Under the Invoices group, enable permissions that match your workflow.
- Typical read-only access uses View invoices.
- Grant write, issue, or payment permissions only when your firm should act on invoices directly.
- Select Save access to apply the scope.
What your accountant sees
- Issued and draft invoices in the modules you enabled appear in the firm workspace.
- Keep invoice statuses current so your accountant can follow collections and compliance.
- Revoke or narrow permissions if the firm should stop editing invoices but keep read access.