Module Sub-Module Operations

Super Admin

System Configuration Global Configuration

Add Tenant Currency, Invoice

Prefix and Payment Due days Yes

Edit Tenant Currency, Invoice

Prefix and Payment Due days Yes

View Tenant Currency,

Invoice Prefix and Payment
Due days Yes

GL Code configuration
View Default GL Code Yes
Edit Default GL Code Yes
Add Billing GL code Yes
View Billing GL Code Yes
Edit Billing GL Code Yes
Delete Billing GL Code Yes

Exchange rates
View Yes
Add Yes
Edit Yes
Delete Yes

Business Configuration
Business Hierarchy
View Business Entity Yes
Add Business Entity Yes
Delete Business Entity Yes

Policy Association
View Policies Yes
Add Policies Yes
Delete Policies Yes
Update Policies Yes

Creation of System users

View System users Yes
Add System users Yes
 Delete System users Yes
Create roles Yes
Delete Roles Yes
View Roles Yes
Business Users
Partner Onboarding
Create Partners Yes
Edit Partner Details Yes
Delete Partner Yes
View list of partners Yes
View Partner 360 Yes

Rate Sheet Management

View Rate Sheet Yes
Add Rate sheet Yes
Upload Rate sheet Yes
Download Rate sheet Yes
Delete Rate sheet Yes

Re-Rating Yes

Accounting :
Invoices
View Yes
Approve Yes
Suspend Yes
View Payments Yes
Make Payments Yes
Download Invoice Yes

Partner Invoice
Upload Yes
View Yes
Approve Yes
Suspend Yes
View Payments Yes
Make Payments Yes
Download Partner Invoice Yes

Bill Statement
View Yes
Approve Yes
Suspend Yes
View Payments Yes
Make Payments Yes
 Download Bill Statement Yes

View Payment Payables

Allocate Yes
View Allocation Yes
De- allocate Yes

View Payment Receivables

Allocate Yes
View Allocation Yes
De- allocate Yes

Re-generation Invoices Yes

Re-generation Bill Statements Yes

Reconciliation
View Yes
Approve Yes
Suspend Yes

Settlement
View Yes
Settle Yes

Reports
View Yes
 System users
Super Admin Co Admin System Operator Finance Manager

No No

No No

Yes Yes

Yes Yes
No No
No No
Yes Yes
No No
No No

Yes Yes
Yes No
Yes No
No No

Yes Yes
No No
No No

Yes Yes
Yes No
Yes No
Yes No

Yes Yes
No No
No No
No No
No No
No No

Yes No
Yes No
Yes No
Yes Yes
Yes Yes

Yes Yes
Yes No
Yes No
Yes Yes
Yes No

Yes No

Yes Yes
Yes No
Yes No
Yes Yes
Yes No
Yes Yes

yes Yes
Yes Yes
Yes No
Yes No
Yes Yes
Yes No
Yes Yes

Yes Yes
Yes No
Yes No
Yes Yes
Yes No
Yes Yes

Yes No
Yes Yes
Yes No

Yes No
Yes Yes
Yes No

Yes No
Yes No

Yes Yes
Yes No
Yes No

Yes Yes
Yes No

Yes Yes
Module Sub-Module

System Configuration Global Configuration

Add Tenant Currency, Invoice

Prefix and Payment Due days

Edit Tenant Currency, Invoice

Prefix and Payment Due days

GL Code configuration

Edit Default GL Code

Add Billing GL code

Edit Billing GL Code

Delete Billing GL Code

Exchange rates

Add
Edit
Delete

Re-generate Invoice
Re-generate Bill Statement

Business Configuration
Business Hierarchy

Add Business Entity

Delete Business Entity

Policy Association

Add Policies
Delete Policies
Update Policies

Creation of System users

Update System users
Add System users
Delete System users
Create roles
 Delete Roles
Update Roles
Business Users
Partner Onboarding
Add Partners
Edit Partner Details
Delete Partner

Rate Sheet Management

Add Rate sheet

Upload Rate sheet
Download Rate sheet
Delete Rate sheet

Accounting :
Invoices

Approve
Suspend
View Payments
Make Payments
Download Invoice

Partner Invoice

Upload
Approve
Suspend
View Payments
Download Partner Invoice

Bill Statement

Approve
Suspend
View Payments
Make Payments
Download Bill Statement

View Payment Payables

Allocate
View Allocation
De- allocate
View Payment Receivables
Allocate
De- allocate

Re-generation

Reconciliation

Approve
Suspend

Settlement
View
Settle
System users Tenant Super Admin TSA
Tenant Admin TCA
Tenant User TSU
Module Sub-Module Operations
Super Admin

System Configuration Global Configuration

Add Tenant Currency, Invoice

Prefix and Payment Due days Yes

Edit Tenant Currency, Invoice

Prefix and Payment Due days Yes

View Tenant Currency,

Invoice Prefix and Payment
Due days Yes

GL Code configuration
View Default GL Code Yes
Edit Default GL Code Yes
Add Billing GL code Yes
View Billing GL Code Yes
Edit Billing GL Code Yes
Delete Billing GL Code Yes

Exchange rates
View Yes
Add Yes
Edit Yes
Delete Yes

Business Configuration
Business Hierarchy
View Business Entity Yes
Add Business Entity Yes
Delete Business Entity Yes

Policy Association
View Policies Yes
Add Policies Yes
Delete Policies Yes
Update Policies Yes

Creation of System users

View System users Yes
Add System users Yes
 Delete System users Yes
Create roles Yes
Delete Roles Yes
View Roles Yes
Business Users
Partner Onboarding
Create Partners Yes
Edit Partner Details Yes
Delete Partner Yes
View list of partners Yes
View Partner 360 Yes

Rate Sheet Management

View Rate Sheet Yes
Add Rate sheet Yes
Upload Rate sheet Yes
Download Rate sheet Yes
Delete Rate sheet Yes

Re-Rating Yes

Accounting :
Invoices
View Yes
Approve Yes
Suspend Yes
View Payments Yes
Make Payments Yes
Download Invoice Yes

Partner Invoice
Upload Yes
View Yes
Approve Yes
Suspend Yes
View Payments Yes
Make Payments Yes
Download Partner Invoice Yes

Bill Statement
View Yes
Approve Yes
Suspend Yes
View Payments Yes
Make Payments Yes
 Download Bill Statement Yes

View Payment Payables

Allocate Yes
View Allocation Yes
De- allocate Yes

View Payment Receivables

Allocate Yes
View Allocation Yes
De- allocate Yes

Re-generation Invoices Yes

Re-generation Bill Statements Yes

Reconciliation
View Yes
Approve Yes
Suspend Yes

Settlement
View Yes
Settle Yes

Reports
View Yes
 System users
Super Admin Co Admin System Operator Finance Manager

Yes No

Yes No

Yes Yes

Yes Yes
Yes No
Yes No
Yes Yes
Yes No
Yes No

Yes Yes
Yes No
Yes No
No No

Yes Yes
No No
No No

Yes Yes
Yes No
Yes No
Yes No

Yes Yes
No No
No No
No No
No No
No No

Yes No
Yes No
Yes No
Yes Yes
Yes Yes

Yes Yes
Yes No
Yes No
Yes Yes
Yes No

Yes No

Yes Yes
Yes No
Yes No
Yes Yes
Yes No
Yes Yes

yes Yes
Yes Yes
Yes No
Yes No
Yes Yes
Yes No
Yes Yes

Yes Yes
Yes No
Yes No
Yes Yes
Yes No
Yes Yes

Yes No
Yes Yes
Yes No

Yes No
Yes Yes
Yes No

Yes No
Yes No

Yes Yes
Yes No
Yes No

Yes Yes
Yes No

Yes Yes