Understanding Money Permissions

Modified on Mon, 23 Sep at 3:18 PM

Default values have been set for the existing roles of Account Owner, Administrator, Manager, Assistant Manager and Staff based on their hierarchy. Using the defaults as a starting point you can then add more permissions, downgrade or remove access depending on the role. 

 

Within the Settings menu, select Roles and Permissions, then View on the particular role you want to edit.

 

Money Permissions

 

Family Account Billing Cycles

Family account changes and invoice management

Edit

Create

Delete

  •  Can see the billing cycle created for family

  •  Can change/create billing cycle

 

  • Balance of account displays on the profile of the account, but only if the below transaction permission is set to delete to

Adjustments

Management of adjustment details and GL codes

EditCreateDelete
  • Can edit the Adjustment details and GL Codes
  • Create and add any Adjustment details and GL Codes
  • Reverse adjustments and remove GL Codes

 

Transactions

Line item management for account transactions

Edit

Create

Delete

  •  Can view transactions page, but not listed transactions

  •  Can create transactions, can not reverse transactions

  •  Provides full access

 

Billing Cycle Templates

Business and centre template management for family account changes and invoices

Edit

Create

Delete

  • No access without other permissions

  • No access without other permissions

  •  No access without other permissions

 

Billing Settings

Access to settings related to billing features (Please note: in order to use surcharge, Billing Cycle Template, or Transaction Type settings this needs to be turned on)

Edit

Create

Delete

  •  No access without other permissions

  •  No access without other permissions

  •  No access without other permissions

 

Discount General

Application of discounts to accounts and or children belonging to an account, and to transactions

Edit

Create

Delete

  • Edit discounts 

  • Create specific discount types

  • Remove discounts from accounts

Discount Management

Discount creation and management, for the business

 

Edit

Create

Delete

  • Create edits to discounts

  • Create new discounts 

  • Remove discounts 

Family Account Payment Methods

Management of contact payment methods, associated to family accounts

Edit

Create

Delete

  •  Settings menu appears, no actions

  •  Settings menu appears, no actions

  •  Settings menu appears, no actions

 

Payments and Itemized Bills

Management of itemized bills, account payments, subsidy payments, and batching payments

Edit

Create

Delete

  •  View payments

  •  Full permissions

  •  Full permissions

 

Surcharges

Management of payment surcharges passed along to families

Edit

Create

Delete

  •  No access

  •  No access

  •  No access

 

Transaction Types

Customise transaction line items for business and centres

Edit

Create

Delete

  •  No access

  •  No access

  •  No access

Statement

Access to statement

 

Edit

Create

Delete

  • No access

  • No access

  • No access

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