Can my fiduciary adjust bookings?

Yes. If you grant your fiduciary the appropriate rights, they can adjust and correct entries directly in nextesy. You don't need to forward anything or enter it manually yourself.

You decide on the permissions

Whether your fiduciary can only view entries or also edit them is defined via roles and permissions. This ensures access is tailored precisely to your collaboration.

What can be adjusted

• Booking texts: The description can be changed directly, while everything else remains untouched.

• Amounts, accounts, and dates: Corrections are handled cleanly via cancellation and rebooking. Nothing is simply overwritten.

Every change is traceable

nextesy logs who changed what and when. This way, you always know what your fiduciary has adjusted, and your accounting remains audit-proof.

More about accounting

Find out more about how you and your fiduciary collaborate in accounting.