This help guides you in setting and managing financial period archive permissions in Netvisor. You will learn how to define permissions on a user-specific basis, ensuring access and management capabilities to the financial period archive.
CONTENTS
Adding permissions
You can open the financial period archive permission management by selecting Accounting > Bookkeeping > Financial period archive > Permissions.
Financial period archive permissions are set on a user-specific basis. The page displays all users who have access to the company being processed. By default, users do not have any rights to the financial period archive. The financial period archive becomes available automatically when bookkeeping is enabled in the company. You can edit the financial period archive permissions if you have user administrator rights, i.e., KH rights. A user administrator can also edit their own rights.
Proceed as follows when adding or editing financial period archive permissions:
- Open the view where you see the users per person.
- Check that all users who have access to the company being processed are shown on the page.
- Grant the desired permissions to the selected persons for the financial period archive.
- Go to the bottom of the screen.
- Press the update information button to save the changes you have made.
Permission to view the financial period archive:
- Grant this permission when you want the user to be able to view material stored in the financial period archive.
- Also ensure that the user has edit rights in the Accounting section under Bookkeeping > Financial period archive, because access to the financial period archive also requires this edit right.
Permission to save material to the financial period archive:
- Grant this permission when you want the user to be able to both save and delete material in the financial period archive.
- Also ensure that the user has edit rights in the Accounting section under Bookkeeping > Financial period archive, because saving material to the financial period archive also requires this edit right.
Permission for financial statements status management (confirmation of financial statements):
- This permission is mainly granted to accountants.
- With this permission, the sealing of the financial period can be undone.
- With this permission, the right to confirm the financial statements can be granted.
Regarding the financial statements, the rights needed by the auditor (user with auditor role) are defined in these financial period archive permissions.
The financial period archive has its own help page.
Frequently asked questions
Who can set financial period archive permissions?
Only a user administrator (KH) has the rights to edit financial period archive permissions.
What permissions are needed to view the financial period archive?
You need permission to view the financial period archive and edit rights in the Accounting section under Bookkeeping > Financial period archive.
What permissions are needed to save material to the financial period archive?
You need permission to save material to the financial period archive and edit rights in the Accounting section under Bookkeeping > Financial period archive.
To whom should the permission for financial statements status management be given?
The permission for financial statements status management (confirmation of financial statements) is mainly granted to accountants.
How are the auditor’s permissions for the financial statements defined?
The auditor’s (user with auditor role) permissions related to the financial statements are defined in the financial period archive permissions.
Can I change my own permissions?
If you are a user administrator, you can edit both your own and others’ permissions.
When does the financial period archive become available?
The financial period archive becomes available automatically when bookkeeping is enabled in the company.
Keywords: Netvisor, financial period archive, permissions, user administrator, financial statements management, accountant rights
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