In the table below, you'll find specific permissions for each accounting role in NonprofitCore.
New permissions will be added, and existing permissions are subject to change as new features for NonprofitCore are released.
Page |
Action |
Accounting Admin |
Accounting Staff 1 |
Accounting Staff 2 |
| Accounts | View | X | X | X |
| Accounts | Add Account/Create | X | X | |
| Accounts | Edit/Save | X | X | |
| Accounts | Open/Close | X | ||
| Services | View | X | X | X |
| Services | Add Program Service | X | X | |
| Services | Edit/Save | X | X | |
| Ledger | View | X | X | X |
| Ledger | Add Journal Entry | X | X | |
| Ledger | Post All | X | ||
| Ledger | Post | X | ||
| Ledger | Un-post | X | ||
| Ledger | Edit | X | X | |
| Ledger | Delete | X | X | |
| Ledger | Close Books | X | ||
| Ledger | Open Books | X | ||
| Revenue | View | X | X | X |
| Revenue | Add Revenue | X | ||
| Revenue | Post | X | X | |
| Revenue | Unpost | X | X | X |
| Revenue | Edit/Save | X | X | X |
| Revenue | Delete | X | X | |
| Revenue | Invoices | X | X | |
| Revenue | Statements | X | X | |
| Expenses | View | X | X | X |
| Expenses | Add Expense | X | ||
| Expenses | Post | X | X | |
| Expenses | Unpost | X | X | |
| Expenses | Edit | X | X | |
| Expenses | Delete | X | X | |
| Expenses | Cancel | X | X | |
| Expenses | Allocation Tables | X | ||
| Deposits | View | X | X | X |
| Deposits | Deposit/Make Deposit | X | ||
| Deposits | Unpost | X | ||
| Deposits | Edit | X | ||
| Deposits | Delete | X | ||
| Deposits | Post | X | ||
| Payments | View | X | X | X |
| Payments | Pay Expense/Pay | X | X | |
| Payments | Post | X | ||
| Payments | Delete | X | ||
| Payments | Edit | X | X | |
| Payments | Unpost | X | X | |
| Payments | Void | X | ||
| Payments | Print Checks | X | ||
| Payments | Save Checks | X | ||
| Reconcile | View | X | X | X |
| Reconcile | Reconcile | X | ||
| Reconcile | Unreconcile | X | ||
| Financials | View | X | X | X |
| Budgets | View | X | X | X |
| Budgets | Add Budget/Create Budget | X | X | |
| Budgets | Edit Budget | X | X | |
| Budgets | Delete Budget | X | X | |
| Profiles- Accounting | View | X | X | X |
| Profiles | Quick-Add | X | X | X |
| Imports | View | X | X | X |
| Imports | Accounts - Download Template | X | ||
| Imports | Accounts - Import File | X | ||
| Imports | Ledgers - Download Template | X | ||
| Imports | Ledgers - Import File | X | ||
| Imports | Programs - Download Template | X | ||
| Imports | Programs - Import File | X | ||
| Imports | Revenue - Download Template | X | ||
| Imports | Revenue - Import File | X | ||
| Imports | Expenses - Download Template | X | ||
| Imports | Expenses - Import File | X | ||
| Import Status | View | X | X | X |
| Import | Import Profiles | X | ||
| Profiles | View | X | X | X |
| Profiles | Load Filter | X | X | X |
| Profiles | Save Filter | X | X | X |
| Profiles | Import Profiles | X | ||
| Profiles | Create Profile | X | ||
| Profiles | Configure Columns | X | X | X |
| Profiles | Create Household | X | ||
| Profiles | Create Profile Lists | X | ||
| Correspondence | View | X | X | X |
| Correspondence | Send Email | X | X | X |
| Correspondence | Templates/Create | X | X | X |
| Correspondence | Templates/Edit | X | X | X |
| Correspondence | Templates/Send Email | X | X | X |
| Custom Fields | View | X | X | X |
| Custom Fields | Add Custom Field/Create | X | ||
| Custom Fields | Active/Inactive | X | ||
| Notes | View | X | X | X |
| Notes | Create | X | X | X |
| Notes | Active/Inactive | X | ||
| Tasks | View | X | X | X |
| Tasks | Create | X | X | X |
| Tasks | Active/Inactive | X | X | X |