GreenSlate Accounting Roles/Access Levels

Accounting/Budget Tracking

Key Accountant - Ability to create, approve, view all, and post Purchase Orders, Bills/Check Requests. Ability to create, approve, and view all Journal Entries, Distribution Changes, Vendors, Bill Payments, Petty Cash, and PCard Envelopes. Access to General Ledger, Closed Periods, Bank Reconciliation, Import Storage, Chart of Accounts, Bank Accounts, Cost Report, Tax Credits & Accounting Reports. Ability to Post Payroll and Print 1099s & AP check runs.

	Create/Submit	Approve	View All	Edit	Post
Journal Entries	Yes	Yes	Yes	Yes	Yes
Distribution Changes	Yes	Yes	Yes	Yes	Yes
Chart of Accounts	Yes	N/A	Yes	Yes	N/A
Cost Report	N/A	N/A	Yes	Yes	N/A
Purchase Orders	Yes	Yes	Yes	Yes	Yes
Vendors	Yes	Yes	Yes	Yes	Yes
Bills/Check Requests	Yes	Yes	Yes	Yes	Yes
Bill Payments	Yes	Yes	Yes	Yes	N/A
Petty Cash	Yes	Yes	Yes	Yes	Yes
PCard Envelopes	Yes	Yes	Yes	Yes	Yes

*Assignable roles: Bill/Check Request Creator, Bill/Check Request Creator/Approver, Bill/Check Request Creator/Approver 2, Check Request Creator, Department Head-Accounting Access, I9 Approver, Invite PO/Bill/PC/CP Creator, PC Creator, PO Creator, PO Approver, PO Approver 2-5, Prepaid Card Employee, Prepaid Card Approver, Prepaid Card Manager, Start Work Admin, Start Work Admin 2-5, Start Work Admin View Only

Production Accountant - Ability to create, approve, view all, and post Purchase Orders, Bills/Check Requests. Ability to create, approve, and view all Journal Entries, Distribution Changes, Vendors, Bill Payments, Petty Cash, and PCard Envelopes. Access to General Ledger, Bank Reconciliation, Import Storage, Chart of Accounts, & Accounting Reports. Ability to Print 1099s & AP check runs. Ability to Post Payroll.

	Create/Submit	Approve	View All	Edit	Post
Journal Entries	Yes	Yes	Yes	Yes	Yes
Distribution Changes	Yes	Yes	Yes	Yes	Yes
Chart of Accounts	Yes	N/A	Yes	Yes	N/A
Cost Report	No	No	Yes	No	N/A
Purchase Orders	Yes	Yes	Yes	Yes	Yes
Vendors	Yes	Yes	Yes	Yes	Yes
Bills/Check Requests	Yes	Yes	Yes	Yes	Yes
Bill Payments	Yes	Yes	Yes	Yes	N/A
Petty Cash	Yes	Yes	Yes	Yes	Yes
PCard Envelopes	Yes	Yes	Yes	Yes	Yes

*Assignable roles: Bill/Check Request Creator, Bill/Check Request Creator/Approver, Department Head-Accounting Access, PC Creator, PO Creator, Prepaid Card Employee

Department Head-Accounting Access - Ability to create, approve, and view all Purchase Orders, Bills/Check Requests, Vendors, Petty Cash, and PCard Envelopes submissions within the Division the user is an admin of. Access to view General Ledger within the Division the user is an admin of.

	Create/Submit	Approve	View All	Edit	Post
Purchase Orders	Yes	Yes	Yes	No	No
Vendors	Yes	Yes	Yes	No	No
Bills/Check Requests	Yes	Yes	Yes	No	No
Bill Payments	Yes	Yes	Yes	No	No
Petty Cash	Yes	Yes	Yes	No	No
PCard Envelopes	Yes	Yes	Yes	No	No

Accounts Payable Specific Roles

PO Creator - Ability to create Purchase Orders & Vendors

PO Approver - Ability to create, approve & view all Purchase Orders and Vendors. Access to Purchase Orders and Vendors

PO Approver 2 - 5 - Same permissions as PO Approver. View Only if not on the approval flow

PO Accountant - Ability to create, approve, and commit PO's to the cost report. Note: the Key Accountant may also commit PO's to the cost report.

Bill/Check Request Creator - Ability to create Bills and/or Check Requests

Check Request Creator - Ability to create Check Requests only

Bill/Check Request Approver - Ability to create, approve & view all Bills/Check Requests. Access to Bills and Check Requests.

Bill/Check Request Approver 2 & 3 - Same permissions as Bill/Check Request Approver. View Only if not on the approval flow

Bill/Check Request Creator/Approver: Ability to submit and approve bills and check requests.

Submit Check Run - Ability to submit AP checks and print AP checks

Check Run Submit/Approver - Ability to submit and approve AP checks and print AP Checks. Access to Bill Payments

Crew Expenditures Specific Roles

PC Creator - Ability to create Petty Cash

PC Approver - Ability to create, approve and view all petty cash. Access to Petty Cash.

Prepaid Card Employee - Ability to create PCard Envelopes

Prepaid Card Manager - Ability to view and manage all cards.

Prepaid Card Approver - Ability to create, approve & view all PCard Envelopes. Access to PCard Envelopes.