Client Guide
7 Docs
Last Updated: December 2, 2025
How to use Debits.com as a Client
Navigate to the Company Transactions page From the main menu, go to Company...
Last Updated: December 2, 2025
Add a Coworker to Client Account
Accountants and clients can invite coworkers to access a client’s Debits account. These coworkers...
Last Updated: December 2, 2025
Add an Attachment or Receipt in Debits.com
Navigate to the desired Company From the main dashboard or home screen, open the...
Last Updated: December 2, 2025
Email Accountant about Transaction
If you need to ask your accountant a question or share details about a...
Last Updated: December 2, 2025
Adding a new Account in Debits.com
Navigate to the Company Transactions page From the main menu, go to Company...
Last Updated: December 2, 2025
Add a receipt in Debits.com
You can attach supporting documents (such as invoices, receipts, contracts, or statements) directly to...
Last Updated: December 2, 2025
Update your password in Debits.com
Log in to your account Open the website/app and sign in with your current...