Share links & external threads
Ways to bring someone in for one thing without giving them an account.
Share links
A share link publishes a specific view — a report, a statement, a set of figures — at a private URL. Anyone with the link can see that view and nothing else.
Useful for:
- Sending a lender or investor current figures
- Giving a landlord or partner a specific statement
- Sharing performance with someone who does not need an account
Links can be revoked. Treat one as public once sent: anyone who has the URL can open it, and you cannot control who it is forwarded to. Never share anything you would not be comfortable seeing circulated.
Invoice links
Invoices get their own link so a customer can view and pay without signing in — usually one tap on a phone. Removing friction is one of the most reliable ways to get paid sooner.
External threads
Sometimes a question needs someone outside the business: a supplier confirming a delivery, a customer disputing a charge, an auditor requesting evidence.
An external thread brings them into one conversation attached to the transaction it concerns. They participate as a customer, supplier, auditor or general external participant — seeing only that thread, not your books.
The value is that the exchange stays attached to the entry. When the same question resurfaces a year later, the answer is on the transaction rather than in somebody's deleted email.
Auditor evidence packs
Auditors given the auditor role can assemble evidence packs — read-only collections of the entries and documents supporting a figure. They gather what they need without any ability to change what they are examining.
Keeping it safe
- Revoke links you no longer need — quarterly is a reasonable review
- Do not share links in public channels or anywhere they get indexed
- Prefer a proper collaborator role for anyone involved regularly; links are for one-off access
- Remember external participants see the thread, including anything written in it