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Setup for companies & teams
Add staff so everyone sends receipts to one shared book.
4 min read
A company uses one book with many staff. Each person keeps their own WhatsApp number, and every capture is tagged to whoever sent it, so you get a full audit trail without changing how your team works.
Add your staff (seats)
- 1Log in and open Settings for your business.
- 2Under Staff, enter the staff member's WhatsApp number and name.
- 3They become active the moment they send their first message to Kira.
Staff just send receipts on WhatsApp, any active staff member can. Reviewing and posting happen in the web dashboard, done by you or your accountant; staff do not log in. Every receipt is tagged to whoever sent it, so you always know who submitted what.
Roles
UploaderThe default. Sends receipts on WhatsApp.Approver / AdminA label for your own reference. Reviewing and posting is done by whoever logs into the dashboard, not on WhatsApp.ViewerA label for staff who do not send receipts (e.g. non-spending staff).💡 A staff number that is not invited gets a polite "no access" reply, keeping your book private to your team.