Roles and Permissions for Period End Journal Entries
The permissions Manage Accounting Periods (Full) and Override Period Restrictions are required for the Create Period End Journals task on the Period Close Checklist. Only the Administrator role includes these permissions by default, but an administrator can add the permissions to custom roles. Both permissions are on the Setup subtab.
To view the Create Period End Journals task from the Period Close Checklist, you also need permission to access all subsidiaries. Access only to the subsidiaries that have the feature enabled is insufficient because the consolidation journal consolidates child subsidiaries that may not have the feature enabled.
Viewing period end journals requires the Transactions permission Period End Journals. Financial statements that include period end journals require the Reports permission Period End Financial Statements. Standard roles include these permissions at the access levels shown in the following table. An administrator can add the permissions to custom roles.
|
Roles |
Period End Journals |
Period End Financial Statements |
|---|---|---|
|
Accountant |
Edit |
View |
|
Accountant (Reviewer) |
View |
View |
|
CFO |
Full |
View |
For information about access levels, see Access Levels for Permissions.