Assign preparation, independent review, audit and administration deliberately.
| Role | Cash vouchers | Accounting documents | Review and evidence | Journal and periods | Receipts and applications | Operations overview |
|---|---|---|---|---|---|---|
| Accounting Preparer | Edit | Edit | Edit | View | View | Edit |
| Accounting Reviewer | View | View | View | View | View | View |
| Auditor | View | View | View | View | View | View |
| App Administrator | — | Edit | Edit | — | Edit | — |
| Admin | View | View | View | View | View | View |
Prepare assigned operational records and execute eligible reviewed actions. Record entry on Accounting Documents, Cash Vouchers, Record Attachments and Document Lines; read only on Business Partners, Review Decisions and Operation Receipts. Approval decisions belong to the workflows.
Starts on: Document Status Board
Review eligible revisions independently and reconcile operational evidence. Read only across every table; approve and reject run through guarded actions only, and a reviewer cannot approve their own submission.
Starts on: Vouchers Awaiting Decision
Read authorized evidence and reports. Read only across every table; no record entry and no approval authority.
Starts on: Posted Documents
Maintain organization configuration and membership. Record entry on Organizations, Team Members and Business Partners only; administrative membership does not confer financial or approval authority.
Maintain the user account and access needed to administer the app, while financial decisions remain with the Accounting Reviewer.
Start free, then use Proto to change fields, steps and approvals before your team goes live.