Data Authorization Requirements for Financial Budgeting and Reporting

This table lists the financial budgeting and reporting authorization for the tasks that are considered as a part of the Financial Statement processes.

Note
  • Only the other (secondary) attributes are listed in this table.
Authorized RolesTasksSecondary Attribute/Other AttributePermissions
Internal Accountant
  • Creates and maintains financial budgets
  • Views and analyzes financial budgets with actuals
Other Attribute
  • Budget (FBS)
  • Ledger Accounts
    • Parent Account
  • Dimension (1-12)
    • Parent Dimension
    • Responsible Employee
  • An employee is allowed to view, create and modify assigned budgets.
  • However, when this employee creates or modifies a budget , the employee can view and use assigned ledger accounts and dimensions.
  • Creates and maintains financial statements
  • Views and analyzes actuals and budgets in financial statements
Other Attribute
  • Financial Statement
    • Created-by User
  • Ledger Accounts
    • Parent Account
  • Dimension (1-12)
    • Parent Dimension
    • Responsible Employee
  • Budget (FBS)
  • An employee is allowed to view all assigned financial statements.
  • An employee can only modify assigned financial statements.
  • This employee can view and use assigned ledger accounts (view-permission).
  • This employee can view and use assigned dimensions (view-permission).
  • This employee can view and use assigned budgets (view-permission).
  • Processes and prints financial statement data
Other Attribute
  • Financial Statement
    • Created-by User
  • Budget (FBS)
  • An employee is allowed to process financial statements for which the employee has use-permission.
  • This employee can view and use authorized budgets (view-permission).