Everything below are what users with Accounting role can do and would no longer be able to do once the role is removed.
Invoices they can still open
- Edit an invoice once it has left the ops stage. Invoices at Sent to Client, Processing, Processed, Reversed and On Hold become read-only for them.
- Edit any invoice they did not create themselves. Their write access drops to invoices they raised plus invoices belonging to their own ops department.
- Change an invoice's status. The status dropdown on the Details tab disappears; the only status action left is the ops "send to admin" step on invoices they created.
- Take over or hand over the processing of an invoice (pick or change the processing accountant).
- Set or change the accounting period on an invoice. The Acc. Sys. Data tab becomes read-only, and acc-sys item lookups on it fail.
- Send an invoice reversal to the accounting system. The button stays visible but permanently disabled with "Only Accountants can perform this action."
- Flag an invoice as intercompany and choose an intercompany client. The switch and the intercompany client list are removed.
- Edit billing details on an already-processed invoice.
- Change the invoice print options (which lines and blocks get printed).
- Correct the billing entity name for a client-flagged billing entity.
- Edit sell (revenue) lines once they sit on an invoice that has moved past "review by ops".
- Open the change history ("Show Logs") of an individual financial line.
- Edit or re-classify documents that were uploaded by someone else.
Invoices they can no longer even see
- Their invoice list stops showing everything handled by their accounting department and shows only invoices they created plus invoices of their own ops department. In practice they lose visibility of colleagues' invoices in the same admin department.
Invoices they can still open
- Edit an invoice once it has left the ops stage. Invoices at Sent to Client, Processing, Processed, Reversed and On Hold become read-only for them.
- Edit any invoice they did not create themselves. Their write access drops to invoices they raised plus invoices belonging to their own ops department.
- Change an invoice's status. The status dropdown on the Details tab disappears; the only status action left is the ops "send to admin" step on invoices they created.
- Take over or hand over the processing of an invoice (pick or change the processing accountant).
- Set or change the accounting period on an invoice. The Acc. Sys. Data tab becomes read-only, and acc-sys item lookups on it fail.
- Send an invoice reversal to the accounting system. The button stays visible but permanently disabled with "Only Accountants can perform this action."
- Flag an invoice as intercompany and choose an intercompany client. The switch and the intercompany client list are removed.
- Edit billing details on an already-processed invoice.
- Change the invoice print options (which lines and blocks get printed).
- Correct the billing entity name for a client-flagged billing entity.
- Edit sell (revenue) lines once they sit on an invoice that has moved past "review by ops".
- Open the change history ("Show Logs") of an individual financial line.
- Edit or re-classify documents that were uploaded by someone else.
Invoices they can no longer even see
- Their invoice list stops showing everything handled by their accounting department and shows only invoices they created plus invoices of their own ops department. In practice they lose visibility of colleagues' invoices in the same admin department.
Vendor invoices
- The whole Vendor Invoices module is no longer available.
- The whole Vendor Invoices module is no longer available.
Vendor Invoice Shipment Reviews
- Raise a shipment review request to operations. The backend refuses with "Only accountants can request reviews".
- Edit a review they raised: change the reviewers, change the comment, or set it back to Pending or Cancelled.
- See reviews raised by their accounting colleagues across their domains. They keep only the reviews where they are personally the reviewer.
Accounting periods
- The whole Accounting Periods module is no longer available.
Billing setup
- The whole Billing setup module is no longer available.
Costs Check
- The whole Costs Check setup module is no longer available.
Remarks
- Read remarks that were addressed to Accountants. Those become invisible to them.
- Write a remark aimed at accounting. New remarks they write default to operator visibility instead.
How they appear to other people
- They stop being selectable as the processing accountant on anyone's invoice.
- They stop appearing in the accounting-user pickers and filters others use: Vendor Invoices "Created By", Shipment Review "Requestor", Costs Check "Exported By", Incoming Invoices "Handler".
- Documents they upload stop being labelled "uploaded by accounting" in the client-facing invoice note.
One thing to be aware of in the other direction
Removing the role also lifts a control: today, holding the accountant role blocks them from adding or removing buy (cost) lines on an invoice in any domain where ops and accounting duties are kept separate. As plain operators, that block no longer applies and they would be able to add and remove costs on invoices there.
- Read remarks that were addressed to Accountants. Those become invisible to them.
- Write a remark aimed at accounting. New remarks they write default to operator visibility instead.
How they appear to other people
- They stop being selectable as the processing accountant on anyone's invoice.
- They stop appearing in the accounting-user pickers and filters others use: Vendor Invoices "Created By", Shipment Review "Requestor", Costs Check "Exported By", Incoming Invoices "Handler".
- Documents they upload stop being labelled "uploaded by accounting" in the client-facing invoice note.
One thing to be aware of in the other direction
Removing the role also lifts a control: today, holding the accountant role blocks them from adding or removing buy (cost) lines on an invoice in any domain where ops and accounting duties are kept separate. As plain operators, that block no longer applies and they would be able to add and remove costs on invoices there.
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