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Accountant role permissions

Accountant role permissions

The Accountant role, as predefined, allows access to the following areas:


  • Full access to asset accounts such as bank accounts, retainage, undeposited funds, and inventory.

  • Full ability to edit transactions that were closed in a prior period.

  • Full access to equity registers such as Opening Balance Equity, Retained Earnings, and Owner's Equity.

  • Full ability to create general journal entries.

  • Full access to liability accounts such as loans payable and credit card registers.¹

  • Full access to the Fixed Assets Manager.

  • Full access to Working Trial Balance.

    ¹ Granting access to liability accounts could allow access to payroll information.

A note about asset, equity, and liability accounts

Granting permission allows the ability to open a register view for the corresponding account types. For example, if you have "Full" access to asset accounts and "None" access to liability accounts, the user can open any register for an asset account, but not for a liability account.

Note: Opening a register view does not entitle you to create or modify transactions in the register. The ability to create or modify transactions is controlled under the individual transaction types. For example, if the user has permission to open an inventory asset register, he would not be able to modify any invoices unless he has "modify" access under invoices.


  • Full access to bank accounts and credit card accounts.

  • Full access to Reconcile and Transfer Funds.

  • View access to checks, credit card charges, and deposits.

A note about bank accounts.

Bank accounts and subaccounts will be displayed as they are set up in the Chart of Accounts. For example, if you have three checking accounts, then you will see them listed when you expand the "Bank Accounts" sub-area. The parent bank account access will be blocked based on the access of the children. For example, a company may have "Checking" as the parent bank account and "payroll" and "operating" as subaccounts. If the Admin restricts access to one of the child accounts, then the user would also be restricted to the parent "Checking" account, as it is a superset of the children.

The list of bank accounts is dynamically updated as you modify your chart of accounts. Similar to asset, liability, and equity accounts, these entitlements control the ability to open up a register view for the individual accounts.


  • View and View Balance access to the Customer Center.

  • View access to the Vendor Center and Employee Center.


  • Full access to Find all transactions.

  • Full access to Remote Access.

  • Full access to Set up Budgets and Forecasts.

  • Full access to Set Closing Date and Password.

Customers & Receivables

  • Full access to A/R accounts.

  • Full access to the Undeposited Funds account.

  • View access to credit memos, estimates, and invoices.

  • View access receive payments, sales orders, and statement charges.

Employees & Payroll

  • View access to paychecks,Pay Employees, Payroll Liabilities, and Payroll adjustments.¹

    ¹ Giving access to any of the above allows access to payroll information.


  • No access.


  • Full access to Chart of Accounts and the Fixed Asset Item list.

  • View access to the following lists: Class, Customer & Vendor Profile, Item, Other Names, Payroll Item¹, Price Levels, Sales tax Code, and Templates.

    ¹ Giving access to the Payroll Item list allows access to payroll information.


  • Full access to Accountant & Taxes reports.

  • Full access to Company & Financial reports.¹

    ¹ Granting access to Company & Financial Detail, Custom Transaction Detail, or Job Detail reports could expose payroll information.

  • Full access to Custom Transaction reports.

Sales tax

  • Full access to the File Sales tax and to Sales tax Adjustments.

  • View access to the File Sales tax Code List and to Sales tax Items.

  • View access to Tax Agencies on the Tax Agency Info tab in the Vendor Center.

Time Tracking

  • View access to weekly time sheet.

Vendors & Payables

  • Full access to Accounts Payable accounts.

  • Full access to print 1099s/1096.

  • Full access to Purchase Orders list.

  • Full access to Adjust Sales Tax Due.

  • View access to Adjust Quantity on Hand and Build Assemblies.

  • View access to Enter Bills, Item Receipts, and Pay Bills.

  • View access to Pay Sales Tax.

  • View access to Purchase Orders.

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