Give preparation, review, posting and cash application clear owners.
| Role | Rent schedules | Cash receipts | Cash application | Document review | Journal posting | Operations oversight |
|---|---|---|---|---|---|---|
| Accounting Preparer | Edit | View | View | Edit | Edit | View |
| Accounting Reviewer | Approve | — | — | Approve | Approve | Edit |
| Ledger Accountant | — | — | — | Edit | Approve | Approve |
| Cash Reconciler | View | Edit | Edit | View | View | View |
| Operations Manager | Edit | Edit | Edit | Edit | View | View |
| Admin | View | View | View | View | View | View |
Prepares documents, lines and rent schedules for review.
Starts on: Document Status Board
Decides submitted revisions independently of preparation.
Starts on: Rent Schedule Review
Maintains accounts and periods and posts balanced entries.
Starts on: Accounting Period Calendar
Matches verified receipts with posted documents.
Starts on: Posted Invoices
Oversees exceptions, organization scope and finance operations.
Starts on: Rent Schedule Review
Configures access and maintains organization records.
Start free, then use Proto to change fields, steps and approvals before your team goes live.