Handling Community Accounting on CommonFloor Groups just got more efficient and awesome! Money Manager now has multiple-level access for Committee members and Staff accounts. You can now restrict the rights of members with access to Money manager as you wish, and ensure a tighter control on your Accounting data.
Under Admin view, click on Committee> Add/ Edit Committee member. You will see the following view:
Here, under Money Manager, a Committee/Staff member can be given any one of 4 levels.
Following is a deeper understanding into what these 4 levels mean.
|
Level 1 |
Level 2 |
Level 3 |
Level 4 |
|
|
Who could they be? |
Committee members who don’t handle Accounting |
Staff members who perform basic data-entry transactions |
Property/ Estate Managers who handle day-to-day activities of Accounting |
Committee member handling Accounting (full access) |
|
Landing page (list of all entries) |
Y |
Y |
Y |
Y |
|
Download/ Print |
Y |
Y |
Y |
Y |
|
Add entry |
- |
Y |
Y |
Y |
|
Edit entry |
- |
- |
Y |
Y |
|
Delete entry |
- |
- |
Y |
Y |
|
Modify Settings |
- |
- |
Y |
Y |
|
Approve entry |
- |
- |
- |
Y |
|
Settle entry |
- |
- |
- |
Y |
Points to note:
-
These Access permissions are valid for all sub-modules within Money Manager – Income, Expense, Bank and Ledgers.
-
All current Committee members and Staff have been updated to Level 4 (highest access) by default
-
A Staff member with Level 4 access will still NOT be able to Approve Invoices or Payments; this will be restricted only to Committee members with Level 4 access
So, ensure that your Community uses Money manager efficiently and ensure a tighter control on your Accounting data.
What do you think of this new feature? Let us know in your comments below.
