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  1. BankBI
  2. System Administrator Roles

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

  • Chart of Accounts Mapping - Map Unclassified GL Accounts
  • Chart of Account Mapping
  • 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
See all 12 articles

User Security Administrator

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

Organisation Group Administrator

  • Organisation Group Administrator
BankBI