General Ledger Roles and Permissions
General Ledger Administration Roles
Additionally, Jenzabar provides two administrative roles to manage users and their access to general ledger functionality.
General Ledger Accounting Roles
Jenzabar provides several default roles for general ledger management:
General Ledger Accounting GL Account Alternate Code Access role, which includes permissions and access to GL accounts with certain alternate security codes assigned via the Associations tab.
General Ledger Accounting GL Account Component Access role, which includes permissions and access to GL accounts with select account component(s) assigned via the Associations tab.
General Ledger Accounting GL Transaction Access role, which includes permissions and access to GL transactions and balance calculations.
General Ledger Accounting Monthly Adjustment Access role, which includes permissions and access to business office monthly adjustments.
General Ledger Accounting Processes role, which includes permissions and access to general ledger processes.
General Ledger Accounting Project Access role, which includes permissions and access to projects assigned via the Associations tab.
General Ledger Accounting Reporting role, which includes permissions and access to general ledger reports in the General Ledger Accounting hub.
General Ledger Accounting Batch Roles
There are 14 roles for working with batches. Depending on the type of batches you want users to work with, you'll want to assign one or more of the following batch roles:
GL Accounting Accounts Payable Batches role, which includes permissions and access to accounts payable batches (IM, IV, MN, RF, and VD source codes) on batch pages with the General Ledger Accounting hub.
General Ledger Accounting Adjustment Batches role, which includes permissions and access to adjustment batches (JL and MA source codes) on batch pages with the General Ledger Accounting hub.
General Ledger Accounting Charge Batches role, which includes permissions and access to charge batches (CG, FC, IT, and TP source codes) on batch pages with the General Ledger Accounting hub.
General Ledger Accounting Conversion Batches role, which includes permissions and access to conversion batches (CV source code) on batch pages with the General Ledger Accounting hub.
General Ledger Accounting Customized Batches role, which includes permissions and access to customized batches as assigned on the Associations tab.
General Ledger Accounting Development Batches role, which includes permissions and access to development batches (GF source code) on batch pages with the General Ledger Accounting hub.
General Ledger Accounting Disbursement Batches role, which includes permissions and access to disbursement batches (DB source code) on batch pages with the General Ledger Accounting hub.
General Ledger Accounting Financial Aid Batches role, which includes permissions and access to financial aid batches (FA, LD, and LO source codes) on batch pages as assigned via the Associations tab.
General Ledger Accounting Fixed Asset Batches role, which includes permissions and access to fixed asset batches on batch pages with the General Ledger Accounting hub.
General Ledger Accounting GST Credits Batches role, which includes permissions and access to GST (Goods and Service Tax) credit batches (TX source code).
General Ledger Accounting Miscellaneous Batches role, which includes permissions and access to miscellaneous batches (MS source code) throughout the General Ledger Accounting hub.
General Ledger Accounting Payroll Batches role, which includes permissions and access to payroll batches (FR and LB source codes) on batch pages as assigned via the Associations tab.
General Ledger Accounting Preliminary Batches role, which includes permissions and access to preliminary batches (@C and @F source codes) assigned via the Associations tab.
General Ledger Accounting Receipt Batches role, which includes permissions and access to receipt batches on batch pages with the General Ledger Accounting hub.