Keeping you up to date on the latest accounting and tax issues

Making life easier with multi-user accounting software

Last week, accounting software provider KashFlow™ announced long-awaited improvements to its online accounting package, designed for small business owners.

What’s new?

Following feedback from many of its customers, the company has revealed handy enhancements to the ‘multi-user’ function. These developments contribute to the continuance of a system whereby multiple users can access the same data sets within KashFlow™.

Perhaps the most significant advancement is the ability to assign access permissions, dependent on the users role within your business. The user roles are defined as follows:

  • Master Admin: Full access to all areas, with no restrictions, however there can only be one Master Admin.
  • Standard Role: Full access to all areas; however, they cannot manage additional user accounts.
  • Basic Role: Full access to all areas except for Bank and Additional Users.
  • Sales Role: This user can only access Customers, Quotes and Invoices.
  • Purchasing Role: This user can only access Suppliers and Purchasers.

Further detail on user permissions and restrictions can be found on the KashFlow™ website here.

In addition, users of the online accounting software can now manage their own profiles. Despite this level of autonomy though, business owners can still maintain an all-important overview of the tasks being performed via the ‘Audit Trail Report’.

Accounting software really can make your life easier…

These latest developments will enable small business owners to allocate entry work to various employees, whilst eliminating concerns about staff being able to see or access sensitive information such as bank accounts or payroll information. Multi-user functionality, combined with the ability to grant permissions and implement restrictions as appropriate, gives business owners the peace of mind they need to spend less time worrying about administration and more time growing their business.

Here at George Hay, we support a number of online accounting and bookkeeping software packages, including KashFlow™ and Xero™. Our team of experts can provide you with as much or as little assistance as you require, from introducing you to your chosen platform, getting you set up and providing training to assisting you with incorporating the software into your usual accounts routine.

If you’d like to find out more about the packages that we support and how we can help you to take that next step, call us on 01480 426500 today to discuss your requirements.

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