Accounting gets its own workspace
What moves
When both modules are in the plan, Documents creates an Accounting workspace that is listed to people who hold the accounting read permission. Nothing moves into it by itself.
Before you start
- Documents and Accounting in your plan
Step by step
- SystemDocument Management
Creates the Accounting workspace when the licence is issued, and again at any start if it is missing.
You see:A workspace named Accounting appears for the company.
- AccountantDocument Management
Opens Documents and finds the Accounting workspace in the list.
You see:It is listed because the accountant holds the accounting read permission.
- EmployeeDocument Management
Opens Documents and looks for the Accounting workspace.
You see:It is not in their list. Files inside can still turn up in search for anyone with company-wide document read, unless an administrator marks the workspace Restricted.
Related
- Accounting & E-Invoicing
- Document Management
- Agents read accounting figures
- An accepted influencer fee becomes a supplier bill
- Approvals, cost codes and job cost flow both ways
- A flagged entry or bill is investigated
- A journal entry is drafted by one person and posted by another
- Connections between modules