Table of Contents

Accounting

The Packaging Accounting profile provides a Role Center for employees in the accounting department. It offers comprehensive access to financial accounting, payment management, cost calculation, and facility management.

Role Center Overview

The Role Center displays activities and provides quick access to financial documents and accounting functions.

Quick Access

The following lists are directly accessible from the Role Center:

  • Account Schedules
  • Chart of Accounts
  • Bank Accounts
  • Customers
  • Vendors
  • Purchase Orders
  • Incoming Documents
  • Purchase Invoices
  • Budgets

Create New Documents

The following documents can be created directly from the Role Center:

  • Sales Credit Memo
  • Purchase Credit Memo
  • General Ledger Journal Entry
  • Outgoing Payment Journal Entry
  • Bank Deposit

Finances

Access to financial master data and configuration:

  • Chart of Accounts
  • Ledger Account Categories
  • Currencies
  • Employees
  • Analysis Views
  • Dimensions
  • Intercompany Partners
  • Accounting Periods

Journals

The following journals are available:

  • General Ledger Journal
  • Recurring General Ledger Journal
  • Purchasing Journal
  • Sales Journal
  • IC General Ledger Journal
  • Cash Receipt Journal
  • Outgoing Payment Journal
  • Payment Reconciliation Journal

Payment Management

  • Bank Accounts
  • Direct Debit Collections
  • Bank Statements
  • Payment Terms
  • Cash Flow Planning
  • Cash Flow Account Plan
  • Manual Cash Flow Revenues and Expenses
  • Bank Account Reconciliation

Cost Calculation

  • Cost Types
  • Cost Centers
  • Cost Objects
  • Cost Allocations
  • Cost Budgets

Facilities

  • Fixed Assets
  • Insurance
  • Fixed Asset Journals (General Ledger, Standard, Reclassification, Insurance, Recurring)

Posted Receipts

Access to posted documents includes:

  • Posted Sales Invoices
  • Posted Sales Credit Memos
  • Posted Purchase Invoices
  • Posted Purchase Credit Memos
  • Issued Reminders
  • Issued Finance Charge Memos

See Also