Accountant has full rights in our admin, that feels too broad.
An accountant typically only needs read and comment rights, plus the option to propose journal entries. Full admin is overkill for most situations.
Try this first
- 1Create a separate role 'accountant' in the package with read-only on ledger, bank, AR/AP and reports.
- 2Allow journal-entry proposals but let bookings go live only after approval by someone on your side.
- 3Remove full admin rights from the accounting firm and ask them which users need to stay active.
- 4Document who at the firm has access (people change) and review every six months.
- 5Enforce 2FA on all accountant accounts, in our experience the weakest link.
When to bring us in
For a rights audit on your bookkeeping access, we can set up the matrix and finalise with your firm.
See also
- Switching from Exact Online to Yuki, open items and history do not matchPackage migrations stumble on ledger mapping and open AR/AP. Without a mapping table you lose context.
- Twinfield to Exact, dimensions and cost centres go missingTwinfield uses dimensions, Exact uses cost centres and projects. The mapping is not one-to-one.
- Accountant asks for RGS mapping, your ledger does not follow RGSRGS is the Dutch standard chart that SBR filings and accountant software expect. Without mapping, every year-end is manual.
None of the above fits?
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