Accountant (Level 4) Permissions
What an Accountant can see and do in Zato.
Accountants are the primary preparers of a job. Access is scoped to assigned clients and jobs only.
What an Accountant can do
● Complete Job Setup: mapping, thresholds, and uploading the TB and GL.
● Run the automation and work through the generated workpapers.
● Use Smart Coding, GL Scrutiny, and Manual Journals on assigned jobs.
● Raise queries, but cannot raise or resolve Review Points or Brief Points.
● Mark a job Ready for Review once every workpaper, query, and point is resolved.
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