When you're about to use accounting.dealpos.app, there are some roles that you can see on the user group access in the User menu in DealPOS. These roles have their own function to make a user enable or unable to use some of the features on the Accounting Apps. You can see the explanation below to know each of the roles from Accounting Apps that you can set to the user's group:
Step 1. Go to the Users menu, click on the user's group, click one of the groups that you want to set it Accounting Roles
Step 2. You can tick or untick the Accounting Roles for the group, after that you can click submit to apply the changes
Table of Index :
Roles | Description |
View | Grant Access to view Accounting Apps |
Create | Grant Access to create Journal in the Accounting Apps |
Edit | Grant access to edit Journal in Accounting Apps |
Delete | Grant access to delete Journal in Accounting Apps |
Report | Grant access to view Reports in Accounting Apps |
Ledger | Grant access to view General Ledger in Accounting Apps |
EmptyOutlet | Grant access to view empty outlet COA in Chart of Account page in Accounting Apps |
ClosingEditor | Grant access to edit journal after closing in Accounting Apps |
Advanced | Grant access to view Trial Balance, Comparative Balance, and Cash Flow Reports in Accounting Apps |
Recurring | Grant access to view, create, edit and delete Recurring in Accounting Apps |
You might also like to read these related articles below :
If you're new to our accounting apps, you can see the introduction to our accounting apps in this article : Accounting Introduction
You must set the Chart of Account when you're about to use our accounting apps. To see the explanation of the Chart of Account and how to configure it, you can read this article : Chart of Account
For more information about our accounting apps, you can see this article collection here : Accounting Article Collection
