Finance lead
Handles daily income, expenses, transfers, exchanges and corrections for assigned accounts.
One shared company ledger.
Each person handles their part.
Clear roles support collaboration; exact permissions protect company money.
See the whole picture and trace the evidence.
Review balances and period changes by currency, then trace them to accounts, records and documents. Bookkeeping responsibility is assigned explicitly.
Members & accessCompany managed
王
Manager WangCompany administrator
Company & access management陈
Chen NingFinance
Company funds · entries / transfer / correction李
Li MingStaff
Own staff reserve · expensesAdministrators set shared transaction colors; every member uses the same palette.
Staff operator
Records activity in a dedicated staff account without browsing unrelated company funds.
Company administrator
Maintains members, accounts, categories, feature settings and shared transaction colors.
A role suggests the setup.
Account grants decide the actual action.
ViewBalances, records and document scope
RecordIncome, expense, transfer and exchange
ManageCompany rules and member access