You Asked
A way to ensure only those who are trained can sync invoices with Sage/Xero.
We Delivered
A new user role action that restricts the sync of financial documents, ensuring only qualified can perform this operation.
In the realm of financial management, precision reigns supreme. Not every user should have the capability to sync financial documents with external software packages. With this in mind, we proudly introduce a new level of access control to BigChange.
With our newly minted financial permission, you can now choose exactly which members of your team can send financial documents to integrated financial software like Sage or Xero.
Assigning this privilege is straightforward: head over to My Account > Administration > Web Users > Roles and seek out the “Send to financial package” tickbox. A simple click and you'll grant this vital permission to the chosen few.
For BigChange users keen to implement this added layer of security, a full walkthrough is available on help site.
Have any questions or need more insights? RoadCrew or your customer success representative are always here to assist. If you're weighing the benefits of BigChange, our expert team is ready for a chat.
