Overview
An overview of your accounts provides a clear picture of your company's accounts with Juni. Requesting this overview directly from Juni saves you time and ensures your accounting is accurate.
How do I request a list of my accounts with Juni?
Requesting an overview of your accounts is a simple process. Just follow the steps below:
Contact our support team
Send an email to support@juni.co. In the email, state that you would like to request an overview of your accounts with Juni.
Check your permissions
Only users with the Owner, Admin, or Accountant roles can request an overview of accounts
If you're an accountant requesting the document for a client, you’ll need either a valid power of attorney authorising you to receive the document, or direct access to the client’s Juni account.
Note: The account overview will be sent to the email address of the person making the request.