Give each person the records and decisions their work requires.
| Role | General ledger | Customer invoices and receipts | Supplier bills and payments | Bank reconciliation | Expenses and period controls | Statements and tax reporting |
|---|---|---|---|---|---|---|
| Admin | — | — | — | — | — | — |
| Controller / CFO | Edit | — | Approve | Approve | Approve | Approve |
| AP Clerk | — | — | Edit | Edit | Edit | Edit |
| AR Clerk | — | Edit | — | Edit | Edit | Edit |
| Viewer | — | — | — | — | — | — |
Admin works within the record, field and action scope below.
Controller / CFO works within the record, field and action scope below.
Starts on: Unposted Journal Entries
AP Clerk works within the record, field and action scope below.
Starts on: Draft Bills
AR Clerk works within the record, field and action scope below.
Starts on: Overdue AR
Viewer works within the record, field and action scope below.
Starts on: Overdue AR
Start free, then use Proto to change fields, steps and approvals before your team goes live.