Where to find it
Managed companies → Accountant portal
✅ Common tasks
Find a client division
Open Managed companies → Accountant portal
Search by company name or VAT number
Use the connection-status filter to narrow results
Open an enabled company to view its invoice log
You need an active Exact Online manager connection for divisions to appear here.
Enable or disable a client division
Find the division in the company list
Select its enable or disable control
Leave document sync on unless the client doesn't want it
Confirm replacing any existing accounting connection if prompted
Confirm the change and wait for the status to update
Only Owners or Admins can enable or disable divisions — accountant-only users can't.
Check a client's invoices and bookings
Open the enabled client division from the company list
Search for an invoice by number or supplier name
Open it to review amount, dates and booking status
Switch the period selector to compare booking activity over time
Use Refresh documents from the header menu if the list looks stale
A nonzero "changed" percentage means the invoice was edited in the accounting system after booking, not in Cashfeed.