How to authorize users for a fiscal year

MKG uses an authorization model where you can set per user whether they have access to the data of an administration/fiscal year. After creating a new fiscal year, you can set this access. This article explains how to authorize users for a fiscal year.

 


 

After creating a new fiscal year in MKG, you can authorize the users who must or may have access to the fiscal year and the related administration. This action is optional.

 

 

Step 1: Select the administration

 

You authorize users per administration. You can manage this authorization within the Administrations module. On the module homepage, you can search and select the correct administration.

 

 

Step 2: Check the fiscal year

 

You arrive at the 'General' tab of the administration. At the bottom left of your screen, you see which fiscal year is active and which fiscal years are available for this administration. Check if you are in the newly created fiscal year.

 

 

Step 3: Manage the authorization

 

Open the 'Authorization' group and go to the list for the new fiscal year. Click in the User Authorization field and open the drop-down. In this window, you manage the authorization for this administration and fiscal year. All you need to do is check or uncheck users. Click Save

. The users for the fiscal year are authorized.

 

Authorizing Users for the Fiscal Year

 


 

Please note!
You open fiscal years per administration. If you use more than one administration, you must perform this action for each administration.

 

Fiscal Year Transition Checklist
During the execution of a fiscal year transition, modern administrative systems still require actions that only occur once a year. These actions raise questions, or worse, are not executed at the most suitable moment. To prevent these issues and ensure the fiscal year transition goes as smoothly as possible, the Fiscal Year Transition Checklist is intended for those coordinating a fiscal year transition with MKG software.
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