Assign preparation, decision and review access across finance work.
| Role | Lessor invoices | Lease billings | Payments and reconciliation | Journal review | Counterparties and entities | Evidence and decisions |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
| AP Specialist | Edit | View | View | View | View | Edit |
| AR Specialist | View | Edit | View | View | View | Edit |
| Treasury Analyst | View | View | Approve | — | View | Edit |
| Staff Accountant | View | View | View | Edit | — | Edit |
| Controller | Approve | Edit | Edit | Edit | — | Edit |
| External Auditor | View | View | View | View | — | View |
Maintains access, organization masters and operating configuration.
Captures lessor invoices and prepares them for review.
Starts on: AP Bills Worklist
Prepares partner billings and follows collections.
Starts on: AR Invoice Register
Schedules payments, releases authorized cash and records bank outcomes.
Starts on: Treasury Payment Register
Prepares journal entries and reviews balances in the relevant period.
Starts on: Journal Entries Unposted
Decides invoice approvals, reviews exceptions and oversees accounting periods.
Starts on: Journal Entries Unposted
Reads transaction and decision evidence for an assigned review.
Start free, then use Proto to change fields, steps and approvals before your team goes live.