Page History

2021 Jan 7 meeting with Ann Crowley - Ann thought the following would be appropriate for all the FBO staff in her suite.  I created a set called Account Fund Manager .Admin

• Finance: Create allocations
• Finance: Create transfers
• Finance: Execute fiscal year rollover
• Finance: Manually release encumbrance
• Finance: View, edit, create fiscal year
• Finance: View, edit, create fund and budget
• Finance: View, edit, create group
• Finance: View, edit, create ledger
• Finance: View, edit, delete fund and budget
• Inventory: View instances, holdings, and items
• Invoice: Approve invoices
• Invoice: Can view, edit and create new Invoices and Invoice lines
• Invoice: Download batch file from invoice record
• Invoice: Pay invoices
• Orders: Update encumbrances
• Orders: View order lines
• Orders: View orders
• Organizations: View, edit, create
• Settings (Finance): View, edit, create, delete
• Settings (Invoices): Can view and edit settings

Account Fund Manager

Same as Admin but without Settings permissions.  Assigned to Ann Crowley and Susan Bristol.

• Finance: Create allocations
• Finance: Create transfers
• Finance: Execute fiscal year rollover
• Finance: Manually release encumbrance
• Finance: View, edit, create fiscal year
• Finance: View, edit, create fund and budget
• Finance: View, edit, create group
• Finance: View, edit, create ledger
• Finance: View, edit, delete fund and budget
• Inventory: View instances, holdings, and items
• Invoice: Approve invoices
• Invoice: Can view, edit and create new Invoices and Invoice lines
• Invoice: Download batch file from invoice record
• Invoice: Pay invoices
• Orders: Update encumbrances
• Orders: View order lines
• Orders: View orders
• Organizations: View, edit, create

Some notes I took while meeting with Ann:

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