Bookkeeping & Invoicing
User rights
Working in a company with multiple users, it may be necessary to use permissions. Using permissions can prevent any interferences between yourself and other employees in Bookkeeping & Invoicing and they can also be used to limit what parts that employees gain access to.
If you try to work with a feature you do not have permission to use, a message is shown to indicate that you do not have access to that particular feature.
Under Settings - Permissions, users with Full access can change permissions for other employees working in Bookkeeping & Invoicing. If you are the only user in Bookkeeping & Invoicing, you automatically get Full permission and the settings for permissions are not shown. If you add another user, the permission settings will be shown.
Read about adding/removing users, buying user licences and changing user roles in the topic Licences and users.
Program permissions
| No access | The user will still have access to Bookkeeping & Invoicing, but is unable to do anything. If you want to change the user's access, you can do so by logging into My Spiris and going to Manage users. |
| Read only | Gives the user the ability to read anything in Bookkeeping & Invoicing. The user can also print reports. The user is not authorised to change any data. |
| Read only - auditor | The auditor can view all content, print reports, export SIE files and registers. An auditor cannot register or change anything in the company's accounting. The auditor's permissions can't be changed, not even by users with full access. Read more about Register auditor as a user. |
| Limited |
The user has one or more program components where the permission is not set to Full access. |
| Full access | No limitations. |
Approval permissions
In companies with multiple employees you may also choose what approval permissions different users should have.
| None | The user does not have permission to approve/reject purchase invoices and VAT reports. This option is automatically in place if the user has Read only or No access for Purchasing or Accounting. |
| Approve/Reject | The user has full permission to approve/reject purchase invoices and VAT reports. They can also create purchase invoices and VAT reports and send them for approval. This option is available if the user has Full access or Access without payments for Purchasing or Full access for Accounting. |
Permissions and different features
| Program component | Access type |
|---|---|
| Overview | Full access: Full access to the overview page. No access: The user will only see the Tips box on the overview page. |
| Sales |
Full access: Full access to Sales. |
| Purchasing | Full access: Full access to Purchasing. Access without payments: Full access to create invoices, offset them and undo offset, but not to create any payments. The user will not be able to export a payment file or resend it. Read only: Ability to read and print anything, no access to change any data. No access: The menu selection is excluded from the vertical menu and the user will not have access to the program component. |
| Stock | Full access: Full access to Stock. Read only: Ability to read and print anything, no access to change any data. No access: The menu selection is excluded from the vertical menu and the user will not have access to the program component. |
| Cash and bank | Full access: Full access to Cash and bank. Read only: Ability to read and print anything, no access to change any data. No access: The menu selection is excluded from the vertical menu and the user will not have access to the program component. |
| Accounting | Full access: Full access to Accounting. Read only: Ability to read and print anything, no access to change any data. No access: The menu selection is excluded from the vertical menu and the user will not have access to the program component. |
| Site settings | Full access: Full access to Settings. Read only: Ability to read and print anything, no access to change any data. No access: The menu selection is excluded from the vertical menu and the user will not have access to the program component. |
| More solutions |
Full access: Full access to More solutions. The user must be an administrator in My Spiris to be able to complete a purchase. |
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