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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Most invoice import solutions limit access to a single user, creating bottlenecks when teams need to collaborate on large-scale invoice processing and data entry workflows.
Here’s how to enable unlimited team members to work simultaneously on invoice imports without credential sharing or access conflicts.
Enable seamless team collaboration using Coefficient
Coefficient excels at providing multi-user access for invoice import workflows through connection sharing capabilities. An admin creates a single QuickBooks connection and shares access with unlimited team members who can work simultaneously without conflicts or credential sharing requirements.
This collaborative approach eliminates the bottleneck of single-user tools while maintaining security through role-based access and QuickBooks permission inheritance.
How to make it work
Step 1. Set up role-based access with connection sharing.
Have your admin create the single QuickBooks connection with Master Admin permissions, then share access with team members based on their roles. Admins get full connection management and configuration access, Users receive import/export capabilities without admin access, and Viewers get read-only access for validation and review purposes. This maintains QuickBooks’ existing permission structure.
Step 2. Design collaborative workflows for distributed invoice processing.
Assign team members to different customers, regions, or invoice types for parallel processing. Use real-time collaboration in Google Sheets or Excel Online for simultaneous data entry with automatic consolidation for import. Implement review and approval processes where preparers enter data, reviewers validate using Coefficient’s preview, and approvers execute final imports.
Step 3. Implement audit trails and activity tracking for team accountability.
Track who imported which invoices through Coefficient’s user-specific results columns, timestamp all activities for compliance purposes, and maintain shared knowledge bases for common issues. This creates transparency and accountability while enabling distributed troubleshooting capabilities across the team.
Step 4. Establish best practices for multi-user coordination.
Create clear data ownership areas to prevent conflicts, establish naming conventions for invoice batches, implement review workflows before import execution, and document standard procedures for consistency. Schedule regular team syncs on process improvements and maintain security through admin-only credential management with secure connection sharing.
Transform your team’s invoice processing efficiency
This multi-user capability eliminates single-user bottlenecks and enables true team collaboration on invoice import workflows, dramatically improving processing speed and accuracy. Start collaborating more effectively with Coefficient’s team-friendly approach.
