This guide instructs on setting and managing fiscal year archive permissions in Netvisor. You will learn how to define permissions on a user-specific basis, ensuring access and management capabilities to the fiscal year archive.
CONTENTS
Adding Permissions
Fiscal year 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 fiscal year archive. The fiscal year archive becomes available automatically when accounting is enabled in the company. You can edit the fiscal year archive permissions if you have user administrator rights, i.e., KH rights (a User Administrator can also edit their own rights).
The view below opens per person. Permissions are granted to the desired individuals. After this, remember to go to the bottom of the screen and press the update information button.
Permission to view the fiscal year archive: Grants rights to view material stored in the fiscal year archive. Access to the fiscal year archive also requires edit rights in the Accounting section under Accounting > Fiscal Year Archive.
Permission to save material to the fiscal year archive: Grants rights to both save and delete material from the fiscal year archive. Saving material to the fiscal year archive also requires edit rights in the Accounting section under Accounting > Fiscal Year Archive.
Permission for financial statement status management (confirmation of financial statements): This permission is mainly granted to accountants. With this right, the sealing of the fiscal year can be undone, and the right to confirm the financial statement can be granted.
Regarding the financial statement, the rights needed by the auditor (user with auditor role) are defined in these fiscal year archive permissions.
The fiscal year archive has its own instruction page.
Frequently Asked Questions
Who can set fiscal year archive permissions?
Only a user administrator (KH) has the rights to edit fiscal year archive permissions.
What permissions are needed to view the fiscal year archive?
Permissions to view the fiscal year archive and edit rights in the Accounting > Fiscal Year Archive section.
Can I change my own permissions?
If you are a user administrator, you can edit both your own and others' permissions.
Keywords: Netvisor, fiscal year archive, permissions, user administrator, financial statement management, accountant rights
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