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Resource Center
 
  • Set Unlimited Number of Roles

    Save as many sets of permissions as you need and attribute them to different users.

  • Finely Grained Permissions

    Customize actions users can take by checking and unchecking specific tasks.

  • Add Multiple Roles per User

    Assign a single user roles such as Check Writer, Council Member, Reports, and more.

  • Add Unlimited Number of Users

    Even if you have a large financial team, each person can have his own username.

  • Track Activity by User

    Use the Event Log to review changes to all items, such as transactions, checks, and payees.

Set Unlimited Number of Roles

Save as many sets of permissions as you need and attribute them to different users.

Finely Grained Permissions

Customize actions users can take by checking and unchecking specific tasks.

Add Multiple Roles per User

Assign a single user roles such as Check Writer, Council Member, Reports, and more.

Add Unlimited Number of Users

Even if you have a large financial team, each person can have his own username.

Track Activity by User

Use the Event Log to review changes to all items, such as transactions, checks, and payees.

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