Accountant

Finance, sales, purchasing, banking and tax, with read access to payroll.

The Accountant role is made for bookkeeping and tax advisors. In detail it can:

Who can use this

Finance: Work fully in accounting, banking, tax, currencies, budgets, fixed assets, VERI*FACTU and statutory exports and imports. Create and send filings.
Sales and purchasing: Work fully in sales, subscriptions, electronic invoicing (incoming and outgoing), online payments and purchasing, including approvals.
Receipts and knowledge graph: Work fully with receipt capture and the knowledge graph.
Payroll: Read payroll, approve payroll runs (four eyes principle with the HR user who calculated them), post them and use the payroll calculator.
HR data: Read employees and payslips, read the HR finance report (leave liability), read employee expense claims and do their finance step.
Operations: Read inventory, projects and manufacturing; read time tracking and bill tracked time.
Company: Edit the company details, tags and custom fields.
Administration: Full access to the document archive and the vendor portal, including approving vendor bank detail changes. Read approval workflows, workflow instances and automation rules.
Collaboration: Own tasks and calendar, documents and notes (including finalising into the archive), electronic signature requests, reports, Advisor insights, reading manuals, and the own Assistant.
My area: All self service pages.