What are the Accounting permissions, and who needs which?
ForLandlordsProperty managers
Who can do this
Organization admins assign them; landlords have all of them.
Where to find it
Settings → Roles & Permissions (chapter 02).
Steps
- Give View Accounting to anyone who should see the Accounting page.
- Give Create Transactions to record income, expenses, bills, invoices, journal entries, transfers, CSV imports and bank feed drafts, and to open Reconciliation, Recurring Invoices and Recurring Bills.
- Give Edit Transactions to write off bills and invoices, edit draft journal entries, and add or deactivate chart of accounts entries.
- Give Approve & Post Transactions to approve bills, record bill and invoice payments, send invoices, post or void entries, finalize reconciliations and close periods.
- Give Generate Financial Reports to run reports and use the CSV and ZIP exports.
- Give Manage Bank Connections to connect banks through Plaid, sync the bank feed and see Link Financial Account.
- Give Owner Disbursements & Statements for the Distributions tab and owner money (chapter 10).
What happens next
Buttons and menu items a role can't use are hidden rather than shown and refused.
Good to know
Edit Invoices (in the Invoices permission group) controls Mark As Paid on online rent invoices. Create Entities via AI controls Import from another platform. Connect QuickBooks controls the QuickBooks Sync button.
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