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Assigning Budget Managers to Finance Accounts
Assigning Budget Managers to Finance Accounts
To associate an account, a user must have FinanceBudget Full role.For a user to have access to
Budget Manager
features, a user must have FinanceAccountMgr Read or FinanceAccountMgr Full roles. Only FinanceAccountMgr Full role allows edits (approving purchase orders or submitting budget requests).
There are several ways to assign budget managers to finance accounts:
- Assigning
Budget Manager
s to Finance Accounts Individually
- Assigning
Budget Manager
s to Finance Accounts in Bulk
Assigning
Budget Manager
s to Finance Accounts Individually
- Navigate to Finance>Ledger>
Chart of Accounts
> Account Details>
Budget Manager
s
- Select any user with a role of FinanceAccountMgr Full or FinanceAccountMgr Read and click Add.
The newly assigned budget manager will be listed below.
Assigning
Budget Manager
s to Finance Accounts in Bulk
- Navigate to Finance>Ledger>
Chart of Accounts
>
- Multi-select accounts
- Use multi-action Add Managers
- Select any user with a role of FinanceAccountMgr Full or FinanceAccountMgr Read and click Add.
See also
Chart of Accounts
Budget Manager
Action
User
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.
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