Roles and Permissions for Balancing Segments
Two permissions control access for the Balancing Segments feature: Balancing Journals and Balance Transactions by Segments. These permissions are included in NetSuite standard roles as shown in the following table.
|
Role |
Permission |
Access Level |
|---|---|---|
|
Accountant |
Balance Transactions by Segments |
Create |
|
Balancing Journals |
Create |
|
|
Accountant (Reviewer) |
Balance Transactions by Segments |
View |
|
Balancing Journals |
View |
|
|
CFO |
Balance Transactions by Segments |
Create |
|
Balancing Journals |
Full |
You can add these permissions to custom roles as needed for the following purposes:
-
Balance Transactions by Segments - Controls access to the Balance Transactions by Segments page at Transactions > Financial > Balance Transactions by Segments. This permission is on the Setup subtab of the Permissions subtab of role records. You need View level permission to see the page, and Create level to run the process. To run the process, you also need the Balancing Journals permission at Create level or higher.
To run the balancing by segments process you must also have Record Access Level of Edit for all active balancing segments. For information, see Granting Roles Permission to Set Segment Values on Records.
-
Balancing Journals – Controls access to balancing journal records and the Balancing by Segments Details subtab on the GL Impact subtab of transactions. This permission is on the Transactions subtab of the Permissions subtab of role records. Balancing journals are created by the balancing by segments process. You need View level permission to see the record, and Create level or higher to run the balancing by segments process. To delete balancing journals or rerun the process to create them, you need Full level permission.