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Balance — Permissions

Overview

This page documents the permissions used in the Balance feature. Permissions determine who can access the screen and who can record or cancel inter-company payments.

For general access concepts and permission categories, see: Permissions & Access

Permissions by transaction

Permission Grants access to
view Access the /balance screen. View the inter-company balance matrix and all its cells. Open Balance Detail and Company Detail modals. View the Purchase Orders, Refunds, and Payments tabs. Open View PO, View refund, and View payment modals.
edit + New payment button and form submission (record inter-company payments). Cancel row action on payments. Requires view.

Typical role mapping

  • Finance viewer / Controller

    • view

  • Finance administrator

    • view
    • edit

Troubleshooting access

  • If the Balance menu item is missing, the user does not have the view permission for the Balance module.
  • If the + New payment button is not visible in the Payments tab, the user is missing the edit permission.
  • If the Cancel action is missing from a payment's row menu, the user is missing the edit permission.
  • To request access, contact your supervisor or system administrator.

For system-wide troubleshooting, see: Permissions & Access