Accounting with GST/Tax

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  1. Accounting with GST/Tax
  2. Roles and permissions
Reference

Who can do what in Accounting with GST/Tax

Agree who prepares finance records, who approves bills and who reviews the supporting evidence.

Who can do what

Permissions by role
RoleTax position and periodsPurchase bill controlTax invoicing and collectionsPayments and reconciliationGeneral ledgerFinance evidence and access
AdminEditEditEditViewEditEdit
AP SpecialistEditEditEditEditEditEdit
AR SpecialistEditEditEditEditEditEdit
Staff AccountantEditEditEditEditEditEdit
Treasury AnalystEditEditEditEditEditEdit
ControllerApproveApproveViewApproveViewApprove
External AuditorViewViewViewViewViewView

Each role in detail

Admin

Configures user access, organization scope and the finance workspace without substituting technical access for a business approval.

Can

  • Manage Users, team members, Organizations, ledger accounts, tax periods
  • View Customers, Vendors, purchase bills, tax invoices, Payments, journal entries, review decisions, operation receipts, record attachments

AP Specialist

Prepares vendor bills, account coding and supporting documents for Controller review.

Can

  • Manage Vendors, purchase bills, purchase bill lines, record attachments
  • View Organizations, ledger accounts, tax periods, Payments, review decisions, operation receipts

Starts on: AP Bills Worklist

AR Specialist

Prepares and sends customer tax invoices and follows the remaining receivable.

Can

  • Manage Customers, tax invoices, tax invoice lines, record attachments
  • View Organizations, ledger accounts, tax periods, Payments, review decisions, operation receipts

Starts on: Draft invoices for sending

Staff Accountant

Reviews journal coding and recorded tax amounts before the period review.

Can

  • Manage journal entries, journal lines, record attachments
  • View ledger accounts, tax periods, Organizations, purchase bills, purchase bill lines, tax invoices, tax invoice lines, Payments, review decisions, operation receipts

Starts on: Journal Entries Unposted

Treasury Analyst

Prepares scheduled payments and reconciles recorded movement to bank evidence within the agreed release authority.

Can

  • Manage Payments, record attachments
  • View Vendors, Customers, purchase bills, tax invoices, Organizations, review decisions, operation receipts

Starts on: Treasury Payment Register

Controller

Approves purchase bills and owns financial review of journal balances and tax periods.

Can

  • Manage tax periods, review decisions
  • View team members, Organizations, ledger accounts, Vendors, Customers, purchase bills, purchase bill lines, tax invoices, tax invoice lines, Payments, journal entries, journal lines, record attachments, operation receipts

Reviews and approves

  • Approve purchase bills

Starts on: Draft invoices for sending

External Auditor

Reads the agreed finance scope and traces recorded decisions to supporting evidence.

Can

  • View Organizations, ledger accounts, tax periods, Vendors, Customers, purchase bills, purchase bill lines, tax invoices, tax invoice lines, Payments, journal entries, journal lines, team members, review decisions, operation receipts, record attachments

Starts on: AP Bills Worklist

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