Financial Information

One additional facility within permission profiles is the ability to restrict what financial information which is shown to staff whom manage your events.

Typically the system shows all info, both detailed, in reports, and in summarised form, however this can be changed depending on your needs;

• Basic - this will show finance info at a record level – eg. on an event-by-event basis, for instance so a manager can view and edit fee information for an individual event
• Medium - this shows financial info in reports across a number of events at once
• High - summarised/aggregated information is shown in the form of tables or graphs, eg. month-to-month, year-to-year and so-on. Some reports have this information shown based on the groups the user has selected, and others are filtered down - such as for a specific client.

Higher access levels (eg. High) include access to lower levels (eg. Basic) – eg. 'High' includes 'Medium' and 'Basic' levels.