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Posted August 18, 2026
The Finance module contains the following record lists.  See Record List for how the lists work.

Path Roles Article
Finance > AP > Vendors FinanceAPVendor Full, FinanceAPVendor Read Vendor List
Finance > AP > Purchase Order FinanceAP Full, FinanceAP Read  
Finance > AP > Invoices FinanceAP Full, FinanceAP Read  
Finance > AP > Payments FinanceAP Full, FinanceAP Read  
Finance > AP > Credit Memos FinanceAP Full, FinanceAP Read  
Finance > AP > Misc. Payments FinanceAP Full, FinanceAP Read  
Finance > AP > Check Register FinanceAP Full, FinanceAP Read  
Finance > AP > Recurring Invoices FinanceAP Full, FinanceAP Read  
Finance > AR > Customers FinanceAR Full, FinanceAR Read Customer List
Finance > AR > Students FinanceAR Full, FinanceAR Read Student List
Finance > AR > Invoices FinanceAR Full, FinanceAR Read  
Finance > AR > Deposits FinanceAR Full, FinanceAR Read, FinanceGL Full, FinanceGL Read  
Finance > AR > Receipts FinanceAR Full, FinanceAR Read  
Finance > AR > Credits FinanceAR Full, FinanceAR Read  
Finance > AR > Financial Aid FinancialAid Full, FinancialAid Read  
Finance > AR > Auto-Payment Results FinanceAR Full, FinanceAR Read  
Finance > Banking > Reconciliation FinanceGL Full  
Finance > Ledger > Chart of Accounts Contract Full, Contract Read, FinanceGL Full, FinanceGL Read  
Finance > Ledger > Fixed Assets FinanceGL Full, FinanceGL Read  
Finance > Ledger > Journal Entries FinanceGL Full, FinanceGL Read  
Finance > Ledger > Pledges Receivable FinanceGL Full  
Finance > Ledger > Transactions FinanceGL Full, FinanceGL Read  
Finance > Products > Products Contract Full, Contract Read, Finance Full, Finance Read  
Finance > Products > Product Categories Contract Full, Contract Read, Finance Full, Finance Read  
Finance > Products > Product Groups Contract Full, Contract Read, Finance Full, Finance Read  
Finance > Products > Product Inventories Finance Full, Finance Read  
Finance > Maintenance > Auto-Pay Configurations FinanceAR Full, Contract Full  
Finance > Maintenance > Billing Categories Finance Full, Finance Read  
Finance > Maintenance > Development Funds Finance Full, Finance Read  
Finance > Maintenance > External Payment Accounts FinanceAP Full  
Finance > Maintenance > Fiscal Years Contract Full, FinanceGL Full, FinanceGL Read  
Finance > Maintenance > Household Splits Finance Full, Finance Read  
Finance > Maintenance > Payment Terms Contract Full, Contract Read, Finance Full, Finance Read  
Finance > Manager General Ledger FinanceAccountMgr Full, FinanceAccountMgr Read  
Finance > Manager POs FinanceAccountMgr Full, FinanceAccountMgr Read  
Update

Back with the ATLIS Community

1 min read · Updated May 04, 2026

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