Dolibarr Accountant Portal Module - Secure invoice access for your accountant

Dolibarr Accountant Portal Module - Secure invoice access for your accountant

ComptaPortal is a Dolibarr module (publisher KSIDol) that adds a secure accounting extranet. It lets you give your accounting firm strictly limited access to customer and supplier invoices, without opening Dolibarr's internal interface. Access is always authenticated: a named account with explicit permissions.

Key features

• Named invitation with per-account permissions (sales/purchase invoices, download, e-mail, API)
• Account creation by the accountant (self-set password, minimum 12 characters)
• Document search by period, origin, type, third party and transmission status
• PDF download, Factur-X variant when it exists
• ZIP export with a CSV manifest
• Send invoices by e-mail to one or more recipients
• Read-only API (Bearer authentication, revocable tokens, hourly quota)
• Traceability: transmission log and security log

Security and access

Access to data is always authenticated; no document is reachable through a plain anonymous link.

• Named account per accountant, with explicit permissions
• Lockout after failed logins and session expiry on inactivity
• CSRF token on forms
• Security log without storing the IP address in clear text

Who is it for?

• Companies working with an external accounting firm
• Multi-establishment companies centralising their accounting documents
• Organisations wishing to industrialise invoice transmission to their accountant

Compatibility

Dolibarr v18.0 to v24.x — PHP 7.4+ — GPLv3 license — Publisher: KSIDol. No core modification.

Demonstration video : YouTube