Accounting/Budget Tracking
Key Accountant - Ability to create, approve, view all, and post Purchase Orders, Bills/Check Requests. Ability to create, approve, and view all Journal Entries, Distribution Changes, Vendors, Bill Payments, Petty Cash, and PCard Envelopes. Access to General Ledger, Closed Periods, Bank Reconciliation, Import Storage, Chart of Accounts, Bank Accounts, Cost Report, Tax Credits & Accounting Reports. Ability to Post Payroll and Print 1099s & AP check runs.
| Create/Submit | Approve | View All | Edit | Post |
Journal Entries | Yes | Yes | Yes | Yes | Yes |
Distribution Changes | Yes | Yes | Yes | Yes | Yes |
Chart of Accounts | Yes | N/A | Yes | Yes | N/A |
Cost Report | N/A | N/A | Yes | Yes | N/A |
Purchase Orders | Yes | Yes | Yes | Yes | Yes |
Vendors | Yes | Yes | Yes | Yes | Yes |
Bills/Check Requests | Yes | Yes | Yes | Yes | Yes |
Bill Payments | Yes | Yes | Yes | Yes | N/A |
Petty Cash | Yes | Yes | Yes | Yes | Yes |
PCard Envelopes | Yes | Yes | Yes | Yes | Yes |
*Assignable roles: Bill/Check Request Creator, Bill/Check Request Creator/Approver, Bill/Check Request Creator/Approver 2, Check Request Creator, Department Head-Accounting Access, I9 Approver, Invite PO/Bill/PC/CP Creator, PC Creator, PO Creator, PO Approver, PO Approver 2-5, Prepaid Card Employee, Prepaid Card Approver, Prepaid Card Manager, Start Work Admin, Start Work Admin 2-5, Start Work Admin View Only
Production Accountant - Ability to create, approve, view all, and post Purchase Orders, Bills/Check Requests. Ability to create, approve, and view all Journal Entries, Distribution Changes, Vendors, Bill Payments, Petty Cash, and PCard Envelopes. Access to General Ledger, Bank Reconciliation, Import Storage, Chart of Accounts, & Accounting Reports. Ability to Print 1099s & AP check runs. Ability to Post Payroll.
| Create/Submit | Approve | View All | Edit | Post |
Journal Entries | Yes | Yes | Yes | Yes | Yes |
Distribution Changes | Yes | Yes | Yes | Yes | Yes |
Chart of Accounts | Yes | N/A | Yes | Yes | N/A |
Cost Report | No | No | Yes | No | N/A |
Purchase Orders | Yes | Yes | Yes | Yes | Yes |
Vendors | Yes | Yes | Yes | Yes | Yes |
Bills/Check Requests | Yes | Yes | Yes | Yes | Yes |
Bill Payments | Yes | Yes | Yes | Yes | N/A |
Petty Cash | Yes | Yes | Yes | Yes | Yes |
PCard Envelopes | Yes | Yes | Yes | Yes | Yes |
*Assignable roles: Bill/Check Request Creator, Bill/Check Request Creator/Approver, Department Head-Accounting Access, PC Creator, PO Creator, Prepaid Card Employee
Department Head-Accounting Access - Ability to create, approve, and view all Purchase Orders, Bills/Check Requests, Vendors, Petty Cash, and PCard Envelopes submissions within the Division the user is an admin of. Access to view the General Ledger within the Division the user is an admin of.
| Create/Submit | Approve | View All | Edit | Post |
Purchase Orders | Yes | Yes | Yes | No | No |
Vendors | Yes | Yes | Yes | No | No |
Bills/Check Requests | Yes | Yes | Yes | No | No |
Bill Payments | Yes | Yes | Yes | No | No |
Petty Cash | Yes | Yes | Yes | No | No |
PCard Envelopes | Yes | Yes | Yes | No | No |
Accounts Payable Specific Roles
PO Creator - Ability to create Purchase Orders & Vendors
PO Approver - Ability to create, approve & view all Purchase Orders and Vendors. Access to Purchase Orders and Vendors
PO Approver 2 - 5 - Same permissions as PO Approver. View Only if not on the approval flow
PO Accountant - Ability to create, approve, and commit PO's to the cost report. Note: the Key Accountant may also commit PO's to the cost report.
Bill/Check Request Creator - Ability to create Bills and/or Check Requests
Check Request Creator - Ability to create Check Requests only
Bill/Check Request Approver - Ability to create, approve & view all Bills/Check Requests. Access to Bills and Check Requests.
Bill/Check Request Approver 2 & 3 - Same permissions as Bill/Check Request Approver. View Only if not on the approval flow
Bill/Check Request Creator/Approver: Ability to submit and approve bills and check requests.
Submit Check Run - Ability to submit AP checks and print AP checks
Check Run Submit/Approver - Ability to submit and approve AP checks and print AP Checks. Access to Bill Payments
Crew Expenditures Specific Roles
PC Creator - Ability to create Petty Cash
PC Approver - Ability to create, approve, and view all petty cash. Access to Petty Cash.
Prepaid Card Employee - Ability to create PCard Envelopes
Prepaid Card Manager - Ability to view and manage all cards.
Prepaid Card Approver - Ability to create, approve & view all PCard Envelopes. Access to PCard Envelopes.