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Bookkeeper Guide

Bookkeepers in Tare support billing, reconciliation, and administrative workflows.
This guide explains what bookkeepers can do in the app and how they access their information.

Accessing Your Account​

Bookkeepers must be invited by a dispatcher.
After receiving the invite:

  1. Open the SMS link sent by your dispatcher
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  1. Download the Tare app (if not installed)
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  1. Enter your phone number
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  1. Enter the SMS verification code (OTP)
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  1. Select your invite and finish onboarding
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Once onboarded, your access is read-only.

What a Bookkeeper Can Do​

Bookkeepers have read-only visibility into company operations. Their main role is to review dispatches, RFOs, and tickets so billing and reconciliation remain accurate.

A bookkeeper can:

View the Dispatch Sheet​

Bookkeepers can access the Dispatch Sheet, which provides a clear overview of all upcoming and active dispatches.

You can:

  • See all dispatches assigned for the current day on the Home Page
  • View customer, PO, operator, and job details
  • Open individual dispatches to inspect assigned RFOs
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For historical or future dispatches, you can also use the Search Page to find dispatches by:

  • Date
  • Customer
  • PO
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View Tickets & Bills​

The Search Page is the central location where bookkeepers can review all tickets and RFOs.

From the Search interface, you can:

  • View uploaded ticket images and bill photos
  • See all RFOs across all dispatches
  • Filter by customer, date, operator, PO, dispatch, and more
  • Perform complex queries to match your billing workflow
  • Inspect ticket history and operator submissions

This makes invoice preparation, reconciliation, and audit workflows much easier.

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View Customers, POs, and Equipment​

Bookkeepers can view all supporting operational data, including:

  • Customer list
  • PO numbers
  • Equipment details (including MVI and insurance)

This ensures billing is accurate and connected to the correct job and equipment records.

Reference Data for Billing​

Bookkeepers can gather operational details needed for:

  • Accounting
  • Billing
  • Job costing
  • End-of-month reconciliation
  • Reporting

This visibility helps ensure invoices match actual work completed.

What a Bookkeeper Cannot Do​

Bookkeepers have read-only access.

They cannot:

  • Create or manage dispatches
  • Accept or decline RFOs
  • Upload or modify tickets and bills
  • Add or edit customers, equipment, or POs
  • Invite or remove employees
  • Change company settings

Their role is strictly for viewing and managing financial details.

Notifications​

Bookkeepers do not receive operational notifications such as:

  • RFO accept/decline updates
  • Subcontracting changes
  • Compliance alerts

These are reserved for dispatchers and operators.

Summary​

Bookkeepers help keep billing clean and accurate by reviewing all company work without modifying operational data.

Bookkeepers can:

  • View dispatches
  • View tickets and bills
  • View customers, POs, and equipment
  • Support billing and administrative processes

Bookkeepers cannot modify or perform operational actions inside Tare.

If you need more access, contact your dispatcher to adjust your role.