Accounting Permissions

These permissions allow you to define which users have the ability to post payables and receivables through cieTrade to your accounting module. Generally, posting permissions are awarded to accounting users, however, you may also decide to grant certain users permission to handle all or some of the accounting procedures in cieTrade.net.

To begin, make your way to Settings > Users & Roles > Roles > Select the role you would like to edit

  • Post/Invoice: Check this box to give users full posting ability. All of the proceeding posting permissions will then automatically apply. These permissions apply for Brokerage Worksheets, Receiving & Shipping Inventory, Allocations, and Converting Jobs.
  • Accounting: This box determines which financial reports can be run. By checking 'Accounting' all of the reports will be accessible.

If you have additional questions, please contact the Support Team via email to support@cietrade.net.

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