The "Accounting" Tab

View Client Invoices

Allows the right to view client invoices on the client account screen.

View Invoice List

Allows the right to view the invoice list screen.

Add/Modify Invoices

Allows the right to create and modify invoices.

View Client Payments

Allows the right to view client payments on the client account screen.

View Payment List

Allows the right to view the payments list screen.

Add/Modify Payments

Allows the right to create and modify payments.

Delete Card Payments

Allows the right to delete credit card payments.

View Expenses

Allows the right to view expenses and the expense list.

Add/Modify Expenses

Allows the right to create and modify expenses.

Process CC Payment Refunds/Voids

Allows the right to view and utilize the Refund and Void buttons on the payment overlay. The Refund button appears when the transaction is settled; otherwise, you’ll have the option to void the payment.

View Credits

Allows the right to view credits on the client account screen and the credit list screen.

Add/Modify Credits

Allows the right to create and modify credits.

View Adjust Balances

Allows the right to view the “Adjust Balance” option on the client account screen.

Add/Modify Adjust Balances

Allows the right to create and modify the “Adjust Balance” option on the client account screen.

View Timesheets

Allows the right to view and edit timesheets.

Create Invoices

Allows the right to create invoices for contracts, snow, and subscriptions.

View USPS Jobs

Allows the right to view invoices on the Mail on Demand screen.

QB Reconciliation

Allows the right to view the QuickBooks Confirmation page under the accounting menu to prevent duplicate transactions when a response from QuickBooks is not received. This is visible only if you sync with QuickBooks Desktop.

Add/Modify Purchase Orders

Allows the right to create and modify purchase orders.

Invoiced Income by Client

Allows the right to run the report that shows a list of invoiced income by listed by client. This report can be filtered by date.

Invoiced Products

Allows the right to run the report that shows any invoice containing products charged to the client. This report can be filtered by date, sales rep, and product.

Invoices with Balances

Allows the right to run the report showing a list of invoices that are open or past due with the amount owed. This report can be filtered by date.

Pre-Payments

Allows the right to run the report that shows all pre-payments entered. This report can be filtered by date and unused amount. 

Credit Memo

Allows the right to run the report showing any clients that have a positive balance. This report can be filtered by date.

Sales Tax Report

Allows the right to run the report that shows the amount of sales tax collected. This report can be filtered by date.

A/R Aging Report

Allows the right to run the report that shows unpaid invoices for the current period to 90+ days. This report can be filtered date and sales rep.

A/R Aging Snapshot

Allows the right to run the report that shows each client’s account balance, last invoice and last payment received. This report can be filtered by account balance.

Profit/Loss – Cash Basis

Allows the right to run the report that shows total profit after discounts and taxes. This report can be filtered by date.

Profit/Loss – Accrual Basis

Allows the right to run the report that shows revenue regardless of whether payment was received. This report can be filtered by date.

Revenue by Service Summary

Allows the right to run the report that shows a summary of how much revenue a service produced. This report can be filtered by period, summary, and date.

Revenue per Service

Allows the right to run the report showing revenue that a service produced per visit. This report can be filtered by date, resource, and sales rep.

Daily Production

Allows the right to run the report that shows whether a job is completed or still dispatched. This report can be filtered by date, resource, sales rep, and custom field.

Payment Audit Summary

Allows the right to run the report showing what payments came in and how they were paid. This report can be filtered by date.

Invoice Audit Summary

Allows the right to run the report that shows a list of invoices with invoice totals and the services performed. This report can be filtered by date and sales rep.

Sales Activity Summary

Allows the right to run the report that shows services sold by sales rep. This report can be filtered by sales rep and date.

Sales Activity Detail

Allows the right to run the report that shows services and products sold by sales rep along with the estimate with which they are associated. This report can be filtered by sales rep and date.

Revenue By Postal Code

Allows the right to run the report that shows revenue grouped by zip code. This report can be filtered by date, zip code, and service.

Booked Revenue By Sales Rep

Allows the right to run the report that shows what services were sold by what sales rep, and the revenue it produced. This report can be filtered by date and sales rep.

Income Not Invoiced

Allows the right to run the report that shows any services that are not in pending status and have not been invoiced. This report can be filtered by date and status.

Unapplied Payments

Allows the right to run the report showing any payments that have not been applied to an invoice. This report can be filtered by date.

Sales Commission Export

Allows the right to run the report showing what service was sold by sales rep, including the total invoiced amount per service. This report can be filtered by date, sales rep, and service.

Add/Edit Statistic Type

Allows the right to create and edit statistic types.

Add/Edit Statistic

Allows the right to create and edit statistics.

Remove Statistic Type

Allows the right to delete statistic types.

Remove Statistic

Allows the right to delete statistics.

Show Pay Rate

Allows the right to view pay rates for employees.

Show Wage Burden

When this right is enabled, the role will be able to see a “Total Pay” column on the Timesheets screen.

Can Approve Timesheets

Allows the right to approve employee timesheets.

Can Unapprove Timesheets

Allows the right to remove the “Approved” status from employee timesheets.

View Payroll Report

Allows the right to use the Payroll Report feature.

View Wall Clock

Allows the right to access and set up the Wall Clock feature in SA.

Employee – View Payroll

Allows the right to see the "Payroll / Job Costing" tab for another employee.

Vendor – View Payroll

Allows the right to see the "Payroll / Job Costing" tab for another employee (this might need to be unchecked for an external accountant or other non-direct employee).

View Classes

Allows the right to view classes.

Add/Edit Classes

Allows the right to create and edit classes.

Delete Classes

Allows the right to delete classes.