User Role Access to Bank Accounts, Transactions, and statements in Clickentry
Look into the table to compare user roles and their access to bank accounts, transactions, and statements in Clickentry Business Edition.
Bank Accounts, Transactions, and Statements User role Comparison
| Full Access | Limited Access | |||||||
| Advisor | Standard + Cash Coding | Standard | IO+ Draft Only | IO+ Approve & Pay | IO+ Sales Only | IO + Purchases Only | Read Only | |
| View bank balance and balance in Clickentry | ✔ | ✔ | ✔ | – | – | – | – | ✔ |
| View bank balance and balance in Clickentry | ✔ | ✔ | ✔ | – | – | – | – | ✔ |
| View imported bank statements | ✔ | ✔ | ✔ | – | – | – | – | – |
| Add comments to unreconciled bank statement lines | ✔ | ✔ | ✔ | – | – | – | – | – |
| Add, edit, archive or delete bank accounts | ✔ | ✔ | ✔ | – | – | – | – | – |
| Import manual statements, delete statements | ✔ | ✔ | ✔ | – | – | – | – | – |
| Add a spend money or receive money | ✔ | ✔ | ✔ | – | – | – | – | – |
| Add a prepayment or overpayment | ✔ | ✔ | ✔ | – | – | – | – | – |
| Activate a direct feed | ✔ | ✔ | ✔ | – | – | – | – | – |
| Reconcile and unreconcile bank transactions | ✔ | ✔ | ✔ | – | – | – | – | – |
| Cash code transactions during bank reconciliation* | ✔ | ✔ | – | – | – | – | – | – |
| Recode bank transactions | ✔ | – | – | – | – | – | – | – |
| Export uncoded bank statement lines | ✔ | – | – | – | – | – | – | – |
| Add bank rules | ✔ | ✔ | ✔ | – | – | – | – | – |
| View ‘Invoices owed to you’ graph | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | – | ✔ |
| View ‘Bills you need to pay’ graph | ✔ | ✔ | ✔ | ✔ | ✔ | – | ✔ | ✔ |
* This isn’t included in the starter pricing plan.
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