Accounting Admin User records are a bit more straightforward than Manager User records, but there are a few ways to go about building them.


The main difference between the Accounting Manager and Accounting Clerk Security Roles is that the Accounting Clerk cannot approve, and therefore also unapprove, transactions and cannot print saved Check Runs


Typically, Accounting Admin User records are set up in the following way:


TitleSecurity RolesFor Additional Access
Accounting ManagerAccounting Manager (Primary)Franchising (Primary)
Recipe Costing (Secondary)
Unapprove Roles (Secondary)
Business Analytics (Secondary)
User Setup (Secondary)
Print Check Signature (Secondary)
Accounting ClerkAccounting Clerk (Primary)Approve Roles (Secondary)
Unapprove Roles (Secondary)
Business Analytics View Only (Secondary)
Pay AP Invoice (Secondary)
Pay Check Run (Secondary)
Print Check Signature (Secondary)

 


If approving transactions is the biggest area of interest, you can set up Accounting Admin User records in one of two ways:

  1.  Assign Accounting Manager roles and utilize Workflows. All Accounting Admins will have the same abilities, but with the added use of Workflows, approving transactions will go through a multi-level review process to ensure entries are correct.

  2.  Add an approval Security Role to the Accounting Clerk's User record. If not all Accounting Admins should have access to the pages and functions provided by the Accounting Manager Security Role, then adding on the necessary approval Secondary Security Roles will enable those Accounting Clerks to have the ability to approve transactions.


Click here to learn more about R365's Security Roles.



Report Roles


The following are key reports that Accounting Admins should have access to:


Learn how to assign Report Roles here.