Accountant
Handles quotes, invoices, payments and financial reporting.
Can create and edit
- Quotes.
- Invoices and recorded payments.
Can view
- Customers, sites, assets and jobs (read-only).
- Invoice ageing and customer statements.
- The price list and catalog.
Not available to Accountant
- Creating or editing customers, assets, jobs or the schedule.
- Organization settings, members and the audit log.