---
id: UJ-060
title: Invite an accountant and generate statutory exports
actors: [OWNER, ADMIN, ACCOUNTANT]
surface: app.zync.is/settings/users and app.zync.is/reports/accountant
goal: Give an accountant least-privilege access to retrieve tax/accounting exports.
trigger: Business invites an accountant or accountant opens export workspace.
preconditions:
  - OWNER/ADMIN can invite; accountant membership/grant and `accountant:export` are active; source data/CoA exists.
success_state: Accountant downloads a balanced, audited movement/Form 6111/inventory export without broader tenant access.
source_specs:
  - docs/specs/2026-06-01-accountant-export.md
  - docs/specs/2026-06-01-israeli-tax-reports.md
  - docs/specs/2026-06-01-uniform-format-export.md
  - docs/specs/2026-06-01-settings-roles.md
---

## Happy path

1. OWNER/ADMIN opens team settings → invites email with `Accountant` scoped role/grant.
2. Accountant accepts invitation → receives only financial report/export permissions.
3. Accountant reviews chart of accounts/category mappings → authorized user corrects mappings if permitted or asks OWNER/ADMIN.
4. Accountant selects period/format and requests movement file, Form 6111, uniform format, inventory count, or tax report → Zync creates export job.
5. Accountant monitors job → downloads expiring signed artifact and verifies source period, totals, codes, and audit metadata.

## Alternate and failure paths

- Invitation pending/revoked or permission missing → no export access.
- Missing CoA mapping, invalid period, unbalanced derived movements, or job failure → block/flag export and expose correction/status; never emit a silently incomplete statutory file.
- Export URL expires → regenerate/re-authorize according to policy.

## Permissions and boundaries

- Accountant cannot edit invoices, manage users, or access unrelated tenant modules.
- OWNER/ADMIN may export on behalf of tenant; generation is audited.

## Source specs

- `docs/specs/2026-06-01-accountant-export.md`
- `docs/specs/2026-06-01-israeli-tax-reports.md`
- `docs/specs/2026-06-01-uniform-format-export.md`
- `docs/specs/2026-06-01-settings-roles.md`