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 Knowledge Base

Do users need approval permissions to add accounts to the chart of accounts?

Here is a clarification of the scope of permissions related to the chart of accounts.

Answer:

  • Approval permission is not linked to adding accounts in the chart of accounts.
  • A user who has the add permission in the chart of accounts can perform these tasks without needing approval permission.
  • Approval permission is linked only to invoices and manual journal entries.

Additional Notes:

  • Ensure that permissions are assigned accurately to each user according to their required tasks.
  • Review permission settings from Settings > Users > Position Management to assign tasks to each position.
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