Book Sharing

Bkper is a collaborative bookkeeping service that allows multiple people to access and work in the same Book, each with different levels of permissions. Everyone sees real-time balance sheets and profit & loss statements, keeping the whole team aligned.

Sharing a Book

Share a Book by choosing the type of access each person should have. Open the Book you want to share and click the blue Share button.

In the Sharing Settings dialog, use the dropdown menu next to each email address to select the permission level. Click Save for the changes to take effect.

Visibility

You can control how visible your Books are to other people, from completely private to accessible by anyone with the link.

To change the visibility of a Book, open it and click the blue Share button. In the Sharing Settings dialog, click Change on the first line to choose between “available to anyone” or “restricted to only the people with access.” Click Save to apply.

Caution

Any data in a publicly visible Book can be accessed by anyone with the link. Login is still required.

Permissions

When you share a Book with other people, you choose between Owner, Editor, Record and View, View Only, and Record Only access. You can change these permissions at any time.

Capability	Owner	Editor	Record & View	View Only	Record Only
Create, modify, and delete Accounts and Groups	✓	✓
Record Drafts	✓	✓	✓		✓
Post Transactions	✓	✓	✓
Check / Uncheck Transactions	✓	✓
Delete Drafts	✓	✓	✓		✓
Revert Posted Transactions	✓	✓	✓
View Records & Balance Values	✓	✓	✓	✓
Share and Visibility	✓	✓
Lock Transactions	✓	✓
Unlock Transactions	✓

Note

The lock date feature is only available on Bkper Business or higher subscription tiers.

Note

Record Only users can only use their smartphones (iOS and Android) to record and delete drafts with the Bkper App.

Removing sharing privileges

As the owner of a Book, you can remove or change the permission settings for any collaborator at any time, giving you full control over who can access the Book.