Skip to main content
Employees

Advanced financial rights

This is an extension of the 'Financial' access right, and provides access to reports and the ability to make changes in bulk and to edit past invoices.

An employee with 'Advanced financial' access rights also has the 'Financial' access right and default access rights. Click on a section to see what an employee with advanced financial rights can do in this module.

Manage vouchers

View cancellation insurances

Split draft invoices

Import draft invoices

Export invoices

Adjust invoice lines

Export invoice lines

Check bank transactions

Link bank transactions

Manage open items

Export open items

Manage expected payments

View trial balance

Export trial balance

Export trial balance journal entries

View income statement

Export income statement

Add financial years

Edit financial years

Open and close financial years

Add ledger accounts

Edit ledger accounts

Assign ledger accounts

Import and export ledger accounts

Add invoice rules

Edit invoice rules

Add payment methods

Edit payment methods

Add payment policies

Edit payment policies

Add VAT codes

Edit VAT codes

Import and export VAT codes

Import vouchers

Financial setup of the administration

Still need help? Share an idea