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Finance

The 8 menus of the Finance module, who is responsible for each, and how many detail screens it has.

MenuURLResponsible roleDetail screens
Dashboard/finance/dashboardFinance Manager—
Department Finance/finance/departmentsFinance Staff (write) / Finance Manager (full)3
Project Finance/finance/projectsFinance Staff (write) / Finance Manager (full)3
Customer Invoices/finance/invoicesFinance Staff (write: draft and issue) / Finance Manager (full: approve and void)3
Supplier Bills/procurements/invoicesFinance Staff (write) / Finance Manager (full)—
Payment Release/procurements/paymentsFinance Manager (full: final release) / Finance Staff (write: prepares)—
Reconciliation/finance/reconciliationFinance Staff (write: import and match) / Finance Manager (full: confirm and close)—
Finance Settings/settings/financeFinance Manager (full)7