Accounting permissions
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Access to Accounting - United Arab Emirates follows the roles you set for your team. The store owner always has full access. Everyone else gets what their role allows for the Accounting module.
Give a role access to Accounting#
- Open SettingsPeople & permissionsRoles.
- Edit the role you want to change.
- In the permission table, find Accounting under the Billing group.
- Tick View, Create, Edit and Delete as needed.
- Save the role.
See Team and permissions for how roles work.
What each permission allows#
| Permission | What the person can do |
|---|---|
| View | Open Accounting, see entries, invoices, bills and payments, and run every report. Nothing can be changed. |
| Create | Everything in View, plus set up the books, add accounts, save new drafts, register payments, create credit notes, reverse posted entries, enter opening balances and import configuration. |
| Edit | Everything in View, plus post entries, invoices and bills, change drafts, configuration, settings and lock dates, match and unmatch items, enter costs, control auto-posting and close VAT periods. |
| Delete | Delete accounts, journals, taxes, fiscal positions, payment terms and product categories that were never used, and delete drafts. |
To post what they create, people need Edit as well as Create. In the desk, anyone with Create or Edit sees the buttons to add and change records. People with only View see the same screens in read-only form.
Without View permission#
People whose role does not include View for Accounting do not see Accounting in their desk and cannot read any accounting data.
Sensitive actions#
Some actions change the books for everyone. Keep them to people you trust with your accounts:
- Setting the Hard lock date and closing a VAT period. Both can only move forward.
- Changing the costing method of a product category, which revalues stock.
- Changing posting accounts, which decides where store activity lands.
When the app is not active#
If the Accounting - United Arab Emirates subscription ends, the books become read-only for everyone, owner included. Every screen and report still opens, but saving shows Your Accounting subscription ended. Books are read-only.