ComptaPortal — Secure accountant portal

ComptaPortal

Version 1.1.0 · Dolibarr 18–24

ComptaPortal — Secure accountant portal for Dolibarr

ComptaPortal gives your accountant secure, strictly controlled access to your sales and purchase invoices without opening the internal Dolibarr interface. Named invitation, search, download, ZIP export, e-mail delivery and a retrieval API for their accounting software.

What the module does

• Named invitation: from the Accounting menu, invite your accountant by e-mail (temporary link) and tick exactly which rights they get: customer invoices, supplier invoices, download, e-mail, API.
• Dedicated account and authentication: the accountant creates their own account (strong password, 12 characters minimum), with lockout after failed attempts and session expiry on inactivity. The portal is always authenticated: the invitation link only serves to create the account.
• Document search: filters by period, source (sales/purchases), type (invoice, credit note, deposit, situation invoice), third party and transmission status.
• Document retrieval: individual PDF download (Factur-X variant when available), ZIP export with a CSV manifest, or delivery of the archive by e-mail to one or several recipients.
• Read-only API: the accounting software retrieves invoices automatically via revocable Bearer tokens with limited scopes and an hourly quota.
• Traceability: transmission log (download, e-mail, API) and security log (no IP address stored in clear).

What’s new in version 1.1.0

• Expense reports : approved and paid expense reports are available with the employee, period and amounts. A setting can include reports validated and awaiting approval, or restrict access to paid reports.
• Attachments : photographed receipts and scanned vouchers stored with a document can be viewed and downloaded. They are included in archives and listed in the manifest. Accepted formats: PDF, JPG, PNG, WEBP, HEIC. A setting selects the scope (none, expense reports only, every source).
• Preview : the format badge opens the document directly in the browser.
• Complete download : a document carrying attachments is delivered as a single archive named after it.
• Firm dashboard : a dedicated expense-report tile and the history of the firm’s latest actions (logins, downloads, deliveries and API access).
• API access : the token screen shows the key, API address and authentication header in copy-ready fields.
• Permissions : expense-report access is a separate permission, never granted by default, and an existing account’s permissions can now be changed.

Key benefits

• Controlled, authenticated accountant access without opening the internal Dolibarr interface
• Granular per-account rights (sales, purchases, download, e-mail, API)
• Filtered search, download, ZIP export with manifest, multi-recipient e-mail
• Read-only API for accounting-software integration (revocable, logged tokens)
• Compatible with Dolibarr 18 to 24, multilingual (fr, en, de, es, it)

Positioning

ComptaPortal exposes the files already produced and stored by Dolibarr. It does not replace an approved e-invoicing platform; Factur-X generation remains handled by Dolibarr or by the generation module installed on your instance.

Compatible: KSIDol Signature Terminal

The KSIDol Signature Terminal lets you have any native Dolibarr document sheet signed, and remains compatible with all KSIDol modules.

Requirements

• Dolibarr 18.0 to 24.x
• PHP 7.4+
• Write permissions on documents/comptaportal/temp
• E-mail sending configured in Dolibarr

Publisher: KSIDol.io — Copyright KSI 30 — GPLv3 licence — ksidol.io

Official resources

Support and assistance

Publisher assistance and technical requests through KSIDol.

KSIDol.io