1
Activate the workspace
The company owner or approved admin creates the workspace and gets the activation code needed to open the account.
Teams & operations
How teams work at MintBooks
Every MintBooks workspace is built around a company, a clear process, and role-based access. A workspace gives the whole team one shared record of accounts, sales, invoices, stock, and reports, while keeping the right controls in place for each person.
How the team model works
2
Assign the right access
Each user signs in with their own verified account. Their workspace membership and restrictions are tied to the company, not to a shared login.
3
Work by function
Teams use the same system but focus on their own responsibilities: accounting, sales, stock, banking, VAT, and review.
4
Keep an audit trail
Every entry is stored in a clear, reviewable ledger so the books stay accurate and changes can be traced back to the right workflow.
All features, clearly categorized
Workspace & team setup
- Company workspace activation and sign-in
- Verified user accounts and secure access
- Quick PIN and biometrics for device unlocks
- Admin approval, suspension and account checks
Accounting & reporting
- General ledger, journals and cashbook
- Bank-import matching and reconciliation
- VAT summaries, budgets and revaluations
- Fixed assets, due runs and year-end close
Sales, stock & operations
- Invoices, credit notes, receipts and quotes
- Supplier bills, stock movements and valuation
- Aged debtor and creditor summaries
- Inventory history, stock reconciliations and low-stock alerts
Admin & security
- Maintenance mode and system controls
- Live FX rate sync and override controls
- Subscription and request review workflows
- Support, audit tracking and workspace safeguards
What teams can do in practice
Workspace & team setup
- One company workspace with validated sign-in for each approved user.
- Activation codes issued only after subscription and payment steps are checked.
- Support for secure quick unlock on a trusted device.
Accounting & reporting
- Match bank statements to entries, build journals, and monitor cash movement.
- Run VAT, budgets, FX revaluations, year-end close and meaningful management reports.
- Review the books in a single, structured workflow without losing context.
Sales, stock & operations
- Create invoices, quotes, receipts, and credit notes with sales totals and ageing.
- Track stock value, item history, stock adjustment and low-stock warnings.
- Keep supplier and customer operations connected to the same accounting records.
Admin & security
- Manage subscriptions, requests, access, and company status from the admin console.
- Review exchange-rate controls and override rules while keeping live feeds in check.
- Keep the system stable with clear maintenance and audit controls.