Choose recipients while creating a report
On the final Create a Report screen, review the people under Will be shared with. These recipients start with your Default report sharing list from Settings.
- Add or remove people for this report.
- Choose Reviewer or Accountant for a new person.
- Create the report. ExpenseBot then shares that report with the people shown.
Changing recipients here applies only to the report being created. It does not change your Settings defaults and does not disconnect an accountant.
Change access to an existing report
- Open My Reports.
- Choose Share on the report card.
- Enter an email address and choose + Add. For a new connection, choose Reviewer or Accountant.
- Remove anyone who should no longer see this report with the X.
- Choose Save Changes.
The people under Shared with currently have access to that report. Removing a connected accountant here removes only this report from their report list. It does not disconnect the accountant from your account or change who is included on future reports.
Choose Reviewer when someone should check this report, edit this report's Google Sheet, comment, approve it, or request changes. For restricted/private accounts, ExpenseBot grants Editor access to this report Sheet and only the supporting Drive access needed to open it. A Reviewer does not gain access to your master expense sheet, other reports, Settings, or accounting tools. Their secure email link opens a focused review page for this report only.
Choose Accountant only when the person should have ongoing access to manage your reports and send them to accounting software. Existing connected accountants remain Accountants.
ExpenseBot sends each new recipient a secure sign-in link and completes the required file-access setup. Existing connected accountants stay Accountants.
If the expenses are not in a report yet, choose Create a Report first. Sharing a report with a person is separate from sending it to QuickBooks, Xero, Wave, FreeAgent, Zoho Books, or an import file; accounting destinations are under the report card's Accounting section.
If a Reviewer requests changes, their explanation appears with the report. Fix the report, then choose Send back to reviewer. ExpenseBot emails the same Reviewer and starts a new review round.
To change who is suggested on future reports, use Settings → Report Sharing → Manage Recipients. That screen has different behavior: Disconnect on a connected accountant ends the accountant relationship and revokes their account access.