Purchasing
LM
Read
Create
Delete
Edit
Administrator
LM
Read
Create
Delete
Edit
Stockist
LM
Read
Create
Delete
Edit
Accountant
LM
Read
Create
Delete
Edit
Report Reader
LM
Read
Create
Delete
Edit
Owner
LM
Read
Create
Delete
Edit
Ultimate
LM
Read
Create
Delete
Edit
Expenses
LM
Read
Create
Delete
Edit
Banker
LM
Read
Create
Delete
Edit
Sales
LM
Read
Create
Delete
Edit
Dashboard
Sales
Purchases
Expenses
Profit Loss
Reports
Balance Sheet
Profit & Loss
Cash Flow
Statement of Change in Equity
General Ledger
Bank Reconciliation Summary
Journal
Trial Balance
Sales List
Customer Balance
Sales Delivery Report
Sales by Customer
Aged Receivable
Sales by Product
Purchases List
Vendor Balance
Expense Details
Purchases Delivery Report
Purchases by Vendor
Expense List
Aged Payable
Puchases by Product
Inventory Summary
Inventory Valuation
Inventory Details
Warehouse Stock Quantity
Warehouse Items Valuation
Warehouse Items Stock Movement
Fixed Asset Summary
Fixed Asset Details
Bank Summary
Foreign Exchange Gain & Loss
Realised Currency Gain/Loss
Unrealised Currency Gain/Loss
Cash & Bank
Cash & Bank Account
Fund Transfer
Receive Money
Pay Money
Bank Reconciliation
Sales
Sales Invoice
Sales Order Form
Sales Quote Form
Sales Return
Receive Payment
Sales Import
Purchases Transactions
Purchases Invoice
Purchases Order Form
Purchases Quote Form
Purchases Return
Send Payment
Purchases Import
Expenses
Expenses List
Expenses Detail
Expenses Import
Customers
Customers List
Customers Detail
Customers Import
Customers Credit Memo
Vendor
Vendor List
Vendor Detail
Vendor Import
Vendor Credit Memo
Products
Products lIst
Buying Information
Selling Information
Product Stock Information
Stok adjustments
Warehouse Transfer
Products Import
Products Export
Assets Management
Assets List
Assets Detail
Chart of Accounts
Accounts
General Entry
Other Lists
Payment Methods
Terms
Bank Reconciliations
Transactions List
Attachments List
Closed Book List
Taxes
Product Units
Stock Adjustment
Tags
Warehouses List
Warehouse Transfer List
Settings
Company
Sales
Purchases
Products
User Management
Billings
Add-ons
Account
User Information
User Privilege
Choose Your Roles Below
Owner
As Owner, You can access all menus, create, edit, and delete your data in JURNAL.
Ultimate
With Ultimate role, You can access all menus (except Billing Tab in Company Settings menu) just like Owner role, however, You can only add and view data. If you combine this role with List Manager, you can edit and delete all data in JURNAL.
Report Reader
As a Report Reader, You can view all reports, create stock adjustments and view the bank reconciliation that has been done.
Administrator
With this role, You can access Settings menu that can manage each additional feature to be added into transactions data.
Banker
With Banker role, You can access Cash & Bank menu to view, and add account and transactions. Besides that, You can also create and view Bank Reconcilliation report. If you combine this role with List Manager, You can create, edit, and delete your customers and vendors data.
Sales
With Sales role, You can view sales functions and also create sales invoice, order, quote, and receive payment. Besides that, You can also access all sales reports in Reports Menu, Sales Tab. Other menus that You can view are Products, Customers, Other Lists and Company Settings (Sales Tab). In Products’ list menu, You can view the product’s selling price and the list of existing products and add new product. If you combine this role with List Manager, You can edit and delete the sales transactions data, and add, edit, delete your customers and products data.
Purchasing
With Purchasing Roles, You can add and view all purchasing functions such as purchase invoice, order, quote and send payment. Besides that, You can also access all purchase reports in Report menu, Purchase Tab. Other menus that You can view are Products, Customers, Other Lists and Company Settings (Sales Tab). In Products’ list menu, You can view the product’s selling price and the list of existing products and add new product.
Expenses
With Expense role, You can create and view all Expense functions. Besides that, You can also access all expense reports in Reports menu, Purchase Tab. Other menus that You can access are Vendors and Other Lists.
Stockist
With Stockist role, You can add and view the list of products, products’ quantity in Products’ list; also create and view stock adjustments. Besides that, You can also access all reports about products. Other menus that You can access are Company Settings (Products Tab) and Other Lists. If you combine this role with List Manager, You can edit and delete the Products’ data in your JURNAL.
Accountant
With Accountant role, You can view all reports, cash & bank accounts, sales, purchases, expenses, products, customers, vendors and stock adjustments. Besides that, You can create new account and general journal in Chart of Accounts menu. Another menu that is accessible is Other Lists. If You combine this role with List Manager, You can edit and delete data in Chart of Accounts and Other Lists menus.
List Manager
This is an additional role that can be combined with other roles in order to add Edit and Delete functions to the combined roles.
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