How to Apply Bookkeeping Flagging Permissions
Overview
This guide provides a step-by-step process for clients to apply permissions within the Bookkeeping Services section under the Roles and Permissions tab within the administration icon within the main navigation. These permissions are available only to users with an active bookkeeping subscription.
Prerequisites
Ensure that the user has an active bookkeeping subscription.
The Bookkeeping Services permissions are contingent upon the existence of an active bookkeeping subscription.
Administrators have all permissions by default and can assign or modify permissions as needed.
Step-by-Step Guide
Step 1: Accessing the Admin Page
Log in to Inn-Flow with your credentials.
Navigate to the left sidebar and select the Administration within the left main navigation.
Under the Administration menu, find and click on Roles and Permissions. This will open the roles management page.
Select a role within the left section and then select Permissions within the right section and scroll down to find the Bookkeeping Services section, which is directly below the All section.
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Step 2: Managing Bookkeeping Services Permissions
Within the Bookkeeping section, locate and expand the Bookkeeping Services header.
Review the permissions available:
Can Flag/Complete:
Users can mark transactions that need additional review or information. This is useful for identifying entries that require further action or verification.
After the necessary review or information has been provided, users can mark these flagged transactions as completed. This indicates that the transaction has been reviewed and no further action is needed.
Can Review:
Users with this permission can make changes to the flagged transactions. This ensures that any necessary corrections or updates can be applied to maintain accurate records.
After fixing the transaction, users can change the status to "Reviewed," indicating that the necessary corrections have been made and the transaction is now accurate.
Step 3: Assigning Permissions
To modify permissions for a role, click on the role you wish to edit.
In the Bookkeeping Services section, use the checkboxes to select or deselect the permissions:
Check the box next to Can Flag/Complete to assign this permission to the role.
Check the box next to Can Review to assign this permission to the role.
If a client has bookkeeping services and both of these permissions are unchecked.
They will not have access to the communication inbox nor see the communication inbox icon within the main left navigation.
However, if they have the right permissions and a transaction has been flagged they will be able to see the top banner status.
Step 4: Saving Changes
After selecting the desired permissions, ensure to click the Save button at the bottom of the page to apply the changes.
Step 5: Verifying Permissions
- To verify the changes, navigate back to the roles list and select the role you edited.
- Expand the Bookkeeping Services section to ensure that the permissions are correctly applied.