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    Accounting User Setup
    • 29 Jul 2024
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    Accounting User Setup

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    • PDF

    Article summary

    When setting up Accounting Users, it is recommended to create Custom User Roles based on the most common roles within your organization. These Custom User Roles will ensure that Users with the same duties have the same Permissions. If only a few Users need additional accesses outside of the shared User Roles, their Permissions can be adjusted at the User level.


    Default R365 User Roles

    The default R365 User Roles below are provided as common Permission sets. Creating a Custom User Role based on a default R365 User Role can assist in creating the perfect Permission set. After cloning the default R365 User Role, the Permission Tree for the new Custom User Role can be fine-tuned by adding additional Permissions and removing unneeded Permissions.

    Accounting Admin

    This User Role is designed for Users who need access to almost all Accounting and Smart Ops functions in the system, as well as most 'Approve' Permissions.  

     This User Role does not contain Permissions related to the following:

    • Unapproving Transactions

    • Users 

    • Security and Permissions

    • Most System Preferences

    • Commissary Admin

    • Franchising

    • Prep

    • PII


    Accounting Clerk

    This User Role is designed for Users who need access to almost all Accounting and Smart Ops functions in the system, but do not need 'Approve' Permissions.

    This User Role does not contain 'Forecasts', 'Print Check', or 'Approve' Permissions. 

    • Since this User cannot approve transactions, transactions they create will be set as 'Unapproved'.

    Additional Permissions

    When assigning User Roles to Users, the Permission Tree for the individual User can also be fine-tuned on the User Record. If needed, additional Permissions can be added or unneeded Permissions can be removed. 

    Additional Permissions to Consider

    High-Level Users

    • Unapprove Applicable Transactions

    • Approve Payment Runs

    • 1099s

    • Franchising

    • User Setup

    • Print Check with Signature

    • Prep


    Mid-Level Users

    • Approve Applicable Transactions

    • Unapprove Applicable Transactions

    • AP Payments

    • AP Payment Runs

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    Learn more about User Roles and User Setup:


    Report Roles

    The following are key reports that accounting Users should have access to:

    Learn more about how to assign Report Roles here.


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