Sharing reports with clients
Use Accounting > Client Portal > Shared Links to create a public read-only link for Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, or Dashboard. Configure date parameters, optional expiration, and optional password, then copy the generated URL.
The server stores report type and parameters, not a frozen report payload. Every successful public view validates the token, revocation, expiration, and password grant, then regenerates the report against the linked tenant. A range or as-of date is fixed by the saved parameters, but ledger values can change if underlying data for that period changes.
Password unlock returns a short-lived access grant. Access counts and last-accessed time are best-effort telemetry and do not block a successful report read.
Revoking a link prevents future access. Creating the link consumes the active tenant’s share-link quota.