Accountant-level features will only be available to users with their access level set to ‘Accountant’. Administrator users who wish to use the accountant-level features can switch their own access level to ‘Accountant’, which will not remove any existing access rights or privileges.
To enable and access the accountant-level features:
- Go to 'Your Profile'
- Select 'Preferences'
- Highlight 'On' in green next to 'Show accountancy information'
- Press 'Save Preferences'
Set 'Accountant' privileges for the primary account holder and any additional users:
- Go to 'Your profile
- Select 'Manage Users'
- Highlight the email address to enable Accountant-Level features
- Select 'Accountant' Access Level:
For users with accountant access, the main menu shows the additional Chart of Account and Journal entry features: