Role
Bookkeeper or accountant
Wants clean exports, a ledger and period closes, and does not want to retype.
Planned
Where this role appears
15 of the studied industries list a matching role.
- Hospitals and medical facilities
- Motor vehicle and parts dealers
- Trucking and freight forwarding
- Construction and engineering
- Homebuilders and real-estate development
- Skilled trades and field service
- Water, waste and environmental services
- Software, IT services and internet
- Savings groups, cooperatives and microfinance
- Real estate and property management
- Government and public-sector counters
- Nonprofits, NGOs and faith organisations
- Professional and business services
- Vending, kiosks and unattended retail
- Travel agencies and tour operators
Planned catalog items that serve this role
- Menu print / PDF export MENU-0018
- Gift card ledger GIFT-0008
- Store credit ledger per customer GIFT-0013
- Loyalty export/portable card LOYL-0017
- Customer import/export CSV CRM-0016
- Customer data export (ARCO rights) CRM-0019
- Role templates EMP-0006
- Payroll export for accountant EMP-0042
- Register closure accounting post CASH-0027
- Product export INV-0017
Permissions themes
- Give this role only the rights its job needs.
- Sensitive actions (voids, discounts, refunds, price edits) are normally approved by someone else.
- Every sensitive action should leave an audit entry.
All of this is planned. No app is released. See roles and permissions.