System Administrator Roles

Data Management Administrator

• Data Rules & Validation for File Uploads
• Uploading a New File
• Upload Status
• Uploading Balance Sheet & Profit & Loss Adjustments
• Remove Measures
• Download Data

Finance Administrator

• Make Adjustments to Actual or Average Balances
• Manage Actual & Average Budget Figures
• Your Chart Of Accounts - Map New / Unclassified GL Accounts
• BankBI Chart of Accounts - How to Edit Descriptions
• Editing Branches
• Run a Trial Balance Sheet

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User Security Administrator

• User Administration Overview Screen
• Create New Users
• Disabling & Enabling Users
• Deleting a User

Organisation Group Administrator

• Organisation Group Administrator