The Finance role, as predefined, allows access to the following areas:
Full access to asset, equity, and liability accounts.¹
¹ Granting access to liability accounts could expose payroll
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
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 and credit card accounts, Loan Manager, reconcile,
online banking, and transfer funds.¹
View access to checks, credit card charges, and deposits.
¹ Granting access to "Bank
accounts" and "Reconcile" could expose payroll information.
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.
Create access to the Customer Center.
View access to the Vendor Center and Employee Center.
Full access to Vehicle Mileage, Find all transactions, and Print Labels.
Full access to Set up Budgets & Forecasts, Business Planning Analysis,
and Remote Access.
Granting permission allows access to Cash Flow Projector and Business Plan
Tool under the "Planning & Budgeting"
Note: All users can access Decision Tools menu under Planning &
Budgeting. Data is hidden within these screens based on other entitlements.
Customers & Receivables
Full access to A/R accounts and Undeposited Funds account.
Use access to credit card numbers.
View access to credit card numbers, credit memos, estimates, invoices, and receive
View access to sales orders, sales receipts, and statement charges.
Employees & Payroll
View access to paychecks,, payroll liabilities, and payroll
Full access to the Class, Item, Other Names, and Templates lists.
View access to all other lists.¹
¹ Granting access to the Payroll Item list
could expose payroll information.
Full access to Accountant & Taxes, Banking, Budgets & Forecasts,
Company & Financial, Custom Transaction, Jobs, and Mileage reports.¹
¹ Granting access to banking reports could
expose payroll information. Granting access to Company & Financial Detail,
Custom Transaction Detail, or Job Detail reports could expose payroll
Full access to file sales tax and adjust sales tax due.
Full access to the Sales tax Code List and to Sales tax Items.
Full access to Tax Agencies on the Tax Agency Info tab in the Vendor Center.
View access to Weekly Timesheet.
Vendors & Payables
Full access to A/P accounts, Purchase Orders list, and Sales Tax
View access to Adjust Quantity on Hand and Build Assemblies.
View access to Enter Bills, Item Receipts, Pay Bills, Pay Sales Tax,
and Purchase Orders.