> ## Documentation Index > Fetch the complete documentation index at: https://docs.hitaji360.com/llms.txt > Use this file to discover all available pages before exploring further. # Accounting & Financial Operations roles & permissions catalog > Every checkbox on the role editor for the Accounting and Financial Operations module groups, in the order it appears, with a plain description of what each one does. When you edit a role under **Settings → Access → Roles & Permissions**, you see a list of modules, and each module has a row of checkboxes. This page lists every one of those checkboxes for the **Accounting** and **Financial Operations** module groups, in the order they appear on screen, with a plain description of what turning it on actually lets someone do. There are **12 modules and 60 checkboxes** in Accounting, and **3 modules and 15 checkboxes** in Financial Operations — **15 modules and 75 checkboxes** in total. Every single one of these 15 modules uses the same five-checkbox pattern: **Add** (create new), **Edit** (change existing), **Delete** (remove), **View** (see it), **View All** (see everyone's, not just your own). Unlike Sacco360 — where Loans, Reports, and a few others get their own custom actions — none of the modules in these two groups have a specialized action set, so the pattern below repeats for all fifteen. **Where to manage this:** Settings → Access → Roles & Permissions. System roles can have their checkboxes changed but can't be renamed or deleted — you can always reset one back to its factory default. *** ## Accounting ### 1. Accounting The general permission for the accounting workspace's setup and configuration screens — the ones that don't have their own dedicated module further down this list. This covers things like setting up a bank loan, reconciling a bank statement, defining cost centers and tax codes, managing payment terms and quotations, running a petty-cash fund, setting up recurring transactions, importing an opening chart of accounts, and locking/closing a financial period at year-end. It's also the permission behind the accounting audit trail. | Checkbox | What it does | | ------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Add** | Create new setup records — e.g. a bank loan, a cost center, a tax code, or a petty-cash fund — and run the initial data import when first setting up the books. | | **Edit** | Change existing setup records, reconcile a bank statement against the books, or lock/reopen and close out a financial period. | | **Delete** | Remove setup records such as a cost center, tax code, or payment term. | | **View** | See any of these accounting workspace and setup screens. | | **View All** | See this data across the whole business, not filtered to what you personally set up. | > **Note:** Because this is the catch-all permission for the broader accounting workspace, it's the widest-reaching of the twelve — several distinct features (bank loans, bank reconciliation, cost centers, tax codes, quotations, petty cash, period close) all share this one checkbox row rather than getting their own. *** ### 2. Accounting Chart of Accounts The master list of financial categories — things like Cash, Sales Revenue, or Rent Expense — that every transaction ultimately gets sorted into. Every other accounting module (invoices, bills, expenses, journal entries) posts against accounts from this list. | Checkbox | What it does | | ------------ | -------------------------------------------------------------------------- | | **Add** | Create a new account (category) in the chart of accounts. | | **Edit** | Change an account's name, type, or code. | | **Delete** | Remove an account. | | **View** | See the chart of accounts. | | **View All** | See the full chart of accounts across the business, not a filtered subset. | *** ### 3. Accounting Bills Money the business owes to its suppliers and vendors — what accountants call accounts payable. | Checkbox | What it does | | ------------ | --------------------------------------------------------------- | | **Add** | Record a new bill received from a supplier. | | **Edit** | Change a bill's details. | | **Delete** | Remove a bill. | | **View** | See the list of bills and their status. | | **View All** | See bills across the whole business, not just ones you entered. | *** ### 4. Accounting Budgets Spending plans and limits set for a period, department, or cost center, used to track actual spend against what was planned. | Checkbox | What it does | | ------------ | ---------------------------------------------------------------- | | **Add** | Create a new budget. | | **Edit** | Change an existing budget's figures. | | **Delete** | Remove a budget. | | **View** | See budgets and how actual spend compares to them. | | **View All** | See every budget across the business, not just ones you created. | *** ### 5. Accounting Categories Tags used to classify and group transactions for reporting, separate from the chart of accounts. | Checkbox | What it does | | ------------ | ------------------------------------------------------------------ | | **Add** | Create a new category. | | **Edit** | Change a category's name or details. | | **Delete** | Remove a category. | | **View** | See the list of categories. | | **View All** | See every category across the business, not just ones you created. | *** ### 6. Accounting Contacts The shared directory of customers, suppliers, and other parties used across invoices, bills, and payments. | Checkbox | What it does | | ------------ | --------------------------------------------------------------- | | **Add** | Create a new contact (customer or supplier). | | **Edit** | Change a contact's details. | | **Delete** | Remove a contact. | | **View** | See the contacts list. | | **View All** | See every contact across the business, not just ones you added. | *** ### 7. Accounting Debts Money someone owes the business outside of a normal sale — for example, a loan the business made to someone, rather than an unpaid customer invoice. This module also shows the combined outstanding-receivables total across both regular sale invoices and these non-sale debts. | Checkbox | What it does | | ------------ | --------------------------------------------------------------------------- | | **Add** | Record a new non-sale debt owed to the business. | | **Edit** | Change a debt record's details. | | **Delete** | Remove a debt record. | | **View** | See outstanding debts and the combined receivables overview. | | **View All** | See every outstanding debt across the business, not just ones you recorded. | *** ### 8. Accounting Expenses Expense claims — money an employee spent and is claiming back, or a cost being logged directly against the books. | Checkbox | What it does | | ------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Add** | Submit a new expense claim. | | **Edit** | Change an expense claim's details. | | **Delete** | Remove an expense claim. | | **View** | See expense claims. | | **View All** | Without this, View only shows expense claims the user submitted themselves — the list is filtered to their own records, and looking up someone else's expense directly returns Not Found rather than Forbidden. This grants visibility into everyone's claims. | *** ### 9. Accounting Invoices Money customers owe the business — what accountants call accounts receivable. | Checkbox | What it does | | ------------ | ------------------------------------------------------------------ | | **Add** | Create a new invoice to bill a customer. | | **Edit** | Change an invoice's details. | | **Delete** | Remove an invoice. | | **View** | See the list of invoices and their status. | | **View All** | See invoices across the whole business, not just ones you created. | *** ### 10. Accounting Journal Entries Manual bookkeeping entries made directly against the accounts — used for corrections, adjustments, and transactions that don't come through invoices, bills, expenses, or payments. | Checkbox | What it does | | ------------ | ----------------------------------------------------------------------- | | **Add** | Create a new journal entry. | | **Edit** | Change a journal entry before it's posted. | | **Delete** | Remove a journal entry. | | **View** | See journal entries. | | **View All** | See every journal entry across the business, not just ones you created. | *** ### 11. Accounting Payments Recording money actually received from customers or paid out to suppliers, and matching those payments against invoices and bills. | Checkbox | What it does | | ------------ | ------------------------------------------------------------------ | | **Add** | Record a new payment received or made. | | **Edit** | Change a payment record's details. | | **Delete** | Remove a payment record. | | **View** | See the list of payments. | | **View All** | See every payment across the business, not just ones you recorded. | *** ### 12. Accounting Financial Reports The financial-statement pages — trial balance, balance sheet, income statement, cash flow, general ledger, account ledger, and aged receivables/payables — plus saved report presets and scheduled email delivery of reports. | Checkbox | What it does | | ------------ | --------------------------------------------------------- | | **Add** | Save a new report preset (a reusable saved report setup). | | **Edit** | Change or schedule a saved report preset. | | **Delete** | Remove a saved report preset. | | **View** | Open and generate the financial reports. | | **View All** | See report presets saved by everyone, not just your own. | *** ## Financial Operations ### 1. Fixed Assets Equipment, vehicles, furniture, and other physical items the business owns and tracks over time (including depreciation). A fixed asset can also be created directly from a bill, so a large purchase gets tracked as an asset rather than a one-off expense. | Checkbox | What it does | | ------------ | ------------------------------------------------------------------------ | | **Add** | Register a new fixed asset. | | **Edit** | Change an asset's details. | | **Delete** | Remove an asset record. | | **View** | See the list of fixed assets. | | **View All** | See every fixed asset across the business, not just ones you registered. | *** ### 2. Work Advance > **Note:** Employee work-related cash advance requests — a different feature from Personal Finance's salary advances and from payroll-deducted employee loans, despite the similar-sounding name. Money advanced to an employee up front to cover a work-related cost (e.g. travel or supplies), which then gets accounted for once spent. | Checkbox | What it does | | ------------ | ---------------------------------------------------------------------- | | **Add** | Submit a new work advance request. | | **Edit** | Change or disburse a work advance request. | | **Delete** | Remove a work advance request. | | **View** | See work advance requests. | | **View All** | See every work advance request across the business, not just your own. | *** ### 3. Requisitions Employee requests to purchase or acquire something, which go through an approval workflow before being fulfilled. | Checkbox | What it does | | ------------ | ------------------------------------------------------------- | | **Add** | Submit a new requisition. | | **Edit** | Change or amend a requisition. | | **Delete** | Remove a requisition. | | **View** | See requisitions and their status. | | **View All** | See every requisition across the business, not just your own. | *** ## Related * [Accounting overview](/accounting/user/getting-started/overview) * [SACCO roles & permissions catalog](/sacco/user/settings/roles-and-permissions) — the equivalent concept in the SACCO module, for comparison.