5.1 Home

When a Finance User selects the Home tab the system defaults to the My Account screen. Within this tab, personal account information can be accessed and modified.

The Home tab gives access to the following tabs:

  • My Account - Allows the User to edit their personal information, including password resets, if enabled, and set their time zone

  • Feedback - Allows the User to access published Surveys that are ready for completion.

5.1.1 Finance Role

Users with the Finance Role can only be assigned the Configuration and Service Level Management Processes. The Finance Role primarily drives the service costing models and, if relevant, maintains the Billing module that uses system Contracts and Purchase Orders.

A Finance User can:

  • Create Customers and Items

  • Project end to end Service costs

  • Complete access to SLA's and OLA's

  • Access reports

  • Bill for services

  • Process payment for Invoices

  • Cancel Maintenance Contracts

  • Manage IT and Service Assets.

NOTE:A Finance User is the only User with the privilege to process the payment of Invoices. The Invoice option must be enabled by the Administrator within the Billing Setup, for this privilege to become available.