Accounting/FBO

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.

• 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: Can view, edit and delete 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

Ann's team states for Invoice: "we need to be able to create, view and edit – but not delete".  In Honeysuckle that level of permission does not exist.  Ann followed up with Dennis Bridges who says that delete will be broken out in the next release.

Some notes I took while meeting with Ann:

• FBO doesn't create POs; but they need to be able to search and view agreements and orders
• we'll want to create a View/View set of permissions for FBO students