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


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


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.