Books Reporter Permissions in Propra

The Books Reporter permission provides read-only access to accounting information and reports in Propra.

Books Reporters can review financial information, access accounting reports, and review items in the Approvals page. They cannot create accounting transactions or make changes to financial records.
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Books Reporters can access and run available accounting reports.

They can use reports to review financial information and download or print reports as needed.

Books Reporters can access the Collections and Payables tables from the accounting dropdown.

These pages allow them to review:

They can select an item to open the associated payee's profile and review their financial information.

Books Reporters can access the Financial pages within payee profiles to review financial information.

This provides visibility into the financial activity associated with the payee without allowing them to make accounting changes.

Books Reporters can access a tenant's Financial tab and view their invoices.

They can:

Books Reporters can access the Approvals page to review items waiting for approval.

They can review:

Books Reporters cannot approve these items.

They can decline items when needed.

Note: Declining an item does not give the Books Reporter the ability to edit or approve the accounting transaction.

Books Reporter is a read-only accounting permission. They cannot perform accounting transactions or make changes to financial records.

They cannot:

Their access is intended for team members who need to review financial information, access reports, and monitor accounting activity without processing accounting transactions.