Managed companies → Accountant portal
Go to Managed companies → Accountant portal.
Open a company from the company list.
Use search or filters to find the right company.
If the page redirects away, the portal is not available for your organisation.
Open the metrics area at the top of the portal.
Choose a period like 7, 30, 90, or 365 days.
Select Processed to focus on journal entries with that status.
Review the automation, booked, not booked, and pending approval counts.
With Processed selected, the booking gauge shows automated booking percentage.
Choose Refresh companies in the portal header.
Wait for the sync confirmation toast.
Choose Refresh snapshots to update invoice snapshots.
Set an optional start date or target organisation before starting the snapshot sync.
Refreshing snapshots is available to Cashfeed admins only.
