Assigning Accountants to Specific Invoice Profiles

Accounting Responsibility

With Accounting Responsibility, you define which invoice profiles an accountant is allowed to view and reconcile expenses and invoice documents for. This ensures that each accountant only sees the documents of the companies or profiles they are actually responsible for.

When is this useful?

If your organization has multiple accountants responsible for different subsidiaries or invoice profiles, this prevents anyone from viewing documents outside their area of responsibility.

How to set up a responsibility

1. Open the user profile of the relevant person.
2. Assign the Accountant role to the person. The Accounting Responsibility field will then appear.
3. In the field, select one or more invoice profiles the accountant should be responsible for. You can add multiple profiles.
4. Save your changes.

Effect on the view

Once a responsibility is set, the accountant will only see the assigned invoice profiles in Reconciliation and Accounting Overview — only these profiles will appear in the filter as well.

If no profile is selected, the accountant sees all expenses in the organization.