Roles and Permissions

 

Accounts Payable roles and permissions summary

Owner

The owner role gets the permission of the accounting, finance, payer and payroll roles below. In addition, the owner manages the company settings, that includes the ability to add and reject users, manage their roles and groups, create and delete approval rules, and access to billing and credits.

Finance

The finance role gives access to the bank accounts section. The user can add new bank accounts with open banking as well as Accounts Payable wallets. The user has visibility of balances and transaction history.

Accounting

The accounting role gives full rights to invoices, orders and credit notes and the network, including creating and managing payment runs, but Accounting cannot make payment. Accounting has the ability create, edit and invite approvers. Accounting also has visibility of the network and the ability to manage the network, add new contacts and edit those contacts, including bank details.

Payer

The payer can pay invoices and orders.

Payroll

The payroll role gives access to the payroll section of the app. The user can view, create and import payroll runs as well as make payroll payments.

Bookkeeper

The bookkeeper has full rights to invoices, order and credit notes, including creating and managing payment runs, but only has view access on the network.

Approver

All users have the approver role. It does not need to be assigned. The approver role gives the user visibility of invoices, credit notes or orders they have been invited to approve and the ability to approve or reject them

Advisor 

A built in role that is assigned to accounting practice users when they create a new client. It allows visibility of officers, the ability to invite and add new officers, upload documents and track progress towards accessing Accounts Payable products.

Card Administrator

Card Admins can create and manage cards for themselves and other users. They can create card Policies, and freeze other users' cards. Card Admins see transactions and card activity across all cards in the business, not just their own, and can also manage and add receipts to any card transaction. 

Anyone who has a card created for them and isn't a Card Admin will only see their own cards and related transactions. They can add receipts to their own transactions, and freeze/un-freeze their own cards if necessary. They can't un-freeze one of their cards if it's been frozen by a Card Admin.

Roles relating to managing Purchase Orders

Purchaser: The Purchaser role allows the user to create and view Purchase Orders as well as view invoices that are allocated to orders they created. Ideal for: people in the business responsible for purchasing.

Purchase Manager: The Purchase Manager can see orders and the invoices allocated to those orders by members of any group they are in. Ideal for: more senior people in the business that need oversight of purchasing that may also have budget responsibility.