|
Permission Name |
Permission Description |
|---|---|
|
Create Journal Entry |
User will be able to add/edit/delete a journal entry |
|
Define Reusable Template |
User will be able to add/edit/delete a reusable journal entry template |
|
Define Recurring Schedule |
User will be able to add/edit /delete a recurring journal entry schedule |
|
View Recurring Schedule |
User will be able to view a recurring journal entry schedule |
|
Search Postings |
User will be able to select a batch and view associated journal entry details |
|
Reverse Batch |
User will be able to reverse a closed journal entry batch |
|
Append Batch |
User will be able to append to an open journal entry batch |
|
View Journal Entry Batch Activity |
User will be able to view journal entry batch activity |
|
Import Journal Entry |
User will be able to import a Journal Entry |
|
Post Journal Entry |
User will be able to post a Journal Entry |
|
Has Batch Type Security |
User has batch type code security restrictions when creating Journal Entries |
|
Approve Journal Entry |
User will be able to approve submitted Journal Entry Batches |
|
View Posted Journal Entries |
user will be able to view previously posted Journal Entries |
Below is an example of a Role based structure for Journal Entry, each district will have their own configuration based on the Roles that they define for this module. Sample Personas:
-
Finance Manager
-
Accounts Receivable Clerk
-
Accounts Payable Clerk
|
Role |
Inherit Role |
Create Journal Entry |
Define Reusable Template |
Define Recurring Schedule |
View Recurring Schedule |
Search Postings |
Reverse Batch |
Append Batch |
View Journal Batch Activity |
Import Journal Entry |
Post Journal Entry |
Has Batch Type Security |
Approve Journal Entry |
View Posted Journal Entries |
|
Finance Manager |
Accounts Receivable Clerk |
x |
x |
x |
x |
x |
x |
x |
x |
x |
|
|
|
|
|
Accounts Receivable Clerk |
|
x |
x |
|
x |
x |
x |
x |
x |
x |
|
|
|
|
|
Accounts Payable Clerk |
|
x |
|
|
|
|
x |
|
|
|
x |
x |
x |
x |