Accountrivia

Staff Portal

Sign in with your Accountrivia email and password.

Email

Password

Staff Portal INTERNAL

Main

📊 Dashboard

👥 Clients

✅ Responses

Admin

🔐 Staff Accounts

Dashboard

Overview of all client queries

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Total clients

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Not yet sent

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Awaiting response

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Responded

All clients

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Clients

Add clients and manage their transactions

Client list

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Clients › —

Transactions

Transactions

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Responses

View client submissions

Select a client

Client

Staff Accounts

Manage portal access

Staff members

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Add client

Client ID

Bank name

Client name

Company name

Accounting period

Staff name

Staff email

Client email

Add transaction

TX ID

Bank name

Account number

Currency

Date

Amount

Description (as on statement)

Type

Staff notes (shown to client)

Paste from Excel

Copy cells directly from Excel (Ctrl+C) and paste into the box below (Ctrl+V). The first row should be your column headers. Then map each column to the right field.

Paste your Excel data here

Map your columns to the correct fields:

Add staff member

Full name

Email (username)

Password

Role

Status