User Role Access to Reports, Budgets and Manual Journals in Clickentry
Look into the comparison table to compare user roles and their access to reports, budgets, and manual journals in Clickentry Business Edition.
Reports and Budgets User Role Comparison
A user with an advisor role will have full access to reports and budgets. A user with a standard role must have the view reports permission to access reports and budgets.
| Full Access | Limited Access | |||
| Advisor | standard + All Reports | Invoice Only | Read Only | |
| View published reports | ✔ | ✔ | – | ✔ |
| View, print and export reports | ✔ | ✔ | – | ✔ |
| Save a report as a draft | ✔ | – | – | – |
| Access custom reports | ✔ | ✔ | – | ✔ |
| Save a report as a custom report | ✔ | ✔ | – | – |
| Set a custom report as the default or remove a default | ✔ | ✔ | – | – |
| Publish sales tax reports and Bank Reconciliation Summary | ✔ | ✔ | – | – |
| Publish all reports | ✔ | – | – | – |
| Copy and edit published reports | ✔ | – | – | – |
| Add or edit budgets (Budget Manager) | ✔ | ✔ | – | – |
| View and run all reports on Reports screen | ✔ | ✔ | – | ✔ |
| View Expense Claim Summary Report | ✔ | ✔ | ✔ | ✔ |
| Access the Adviser reports on the Reports screen | ✔ | – | – | – |
| Delete reports | ✔ | – | – | – |
| View History and Notes Activity* | ✔ | – | – | – |
| View and favourite Business Performance graphs | ✔ | ✔ | – | ✔ |
*You must have the adviser user role with payroll admin access to use History and Notes Activity for pay run transactions.
Manual Journals User Role Comparison
The Advisor user will have full access to journals. A user with a standard role needs to have All reports permission to access manual journals. A user with Invoice only role can’t access manual journals.
| Full Access | Limited Access | ||
| Advisor | Standard + All Reports | Read Only | |
| Access manual journals from the Journal report | ✔ | ✔ | ✔ |
| Access manual journals from the Accounting menu | ✔ | – | – |
| Post manual journals | ✔ | ✔ | – |
| Recode transaction lines using a manual journal | ✔ | – | – |
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