In Books, you can adjust the user access, what can they see, create, edit or even delete from the Books, and here is the explanation for every section and their Roles.
I. COA
This access section is explanation for COA menu.
Permission | Description |
View | Allow user to view all Chart of Accounts and their respective categories without making modifications. |
Create | Grants permission to add new account manually or via bulk import, helping initalize or expand the COA. |
Edit | Allows editing of acccount names, categories, and other details to keep the COA updated and accurate. |
Delete | Enables the removal of unused or obsolete accounts from the COA to maintain clarity and reduce clutter. |
Private | Grants access to view Private Chart of Account. |
II. Journal
This access section is explanation for Journal menu.
Permission | Description |
View | Allows users to view all journal entries, their statuses, and linked details. |
Create | Enables the creation of manual journal entries including expense reports, and income records. |
Edit | Allows modifications of existing journal entries such as correcting amounts, accounts, or descriptions. |
Delete | Grants permission to delete journals that are erroneous or no longer valid. |
III. Report
This access section is explanation for Report menu.
Permission | Description |
Ledger | Grants access to view report general ledger & multi ledger. |
Finance | Grants access to view Report, Dashboard, and Cash & Bank section. |
IV. Setup
This access section is explanation for Setup menu.
Permission | Description |
View | Allows users to view and modify system-wide configurations for POS and accounting workflows. |
Migrate | Enables data migration from legacy accounting platforms into the current system. |
Tools | Grants access to administrative tools for re-generating journals or update balances, ensuring data integrity and consistency. |
Recurring | Allows viewing and tracking of recurring journal entriess or schedules financial events. |
V. Global
This access section is explanation for Global menu.
Permission | Description |
Export | Grants access to export the data accross modules such as Journal, COA, and Reports. |
Date | Allows modification of journal dates and recurring entry dates, typically for adjustment or correction purposes. |
Number | Grants permission to change journal number and recurring entry numbers, especially useful for fixing numbering conflicts or gaps. |
EmptyOutlet | Allows viewing of all journals and chart of accounts that are not asociated with any outlet, helping to identify orphaned or unlinked records. |
VI. User
This access section is explanation for User menu.
Permission | Description |
View | Allows users to view user that can access Accounting App. |
Create | Allows users to invite another user. |
Edit | Allows users to modify user that can access Accounting App. |
Delete | Allows users to delete uesr that can access Accounting App. |
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