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How to Authorize Users for a Fiscal Year

MKG uses an authorization model in which you set per user whether or not they have access to the data of an administration/fiscal year. You can set this access after creating a new fiscal year. In this article you can read how to authorize users for a fiscal year.

 

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

 

1. Go to the Users Module

Authorization of users for an administration and/or a fiscal year is granted per administration. Open the Users module.

 

2. Select the User

On the module homepage, find and select the user you want to assign to the created fiscal year. You will be taken to the user's 'General' tab.

 

3. Grant Authorization

Open the 'Authorization' group and open the field with the assigned administrations and fiscal years. Check or uncheck the created fiscal year to grant or deny this user access to the fiscal year. Click OK.


User Authorization of a Fiscal Year


4. Authorize Other Users

Repeat the above steps for every other user who needs access to the created 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.

 

Checklist Fiscal Year Transition | While executing a fiscal year transition, in today's administrative systems, actions that only occur once a year still have to be performed. These actions cause questions, or worse, are not performed at the most appropriate time. To prevent these questions and to ensure that the fiscal year transition runs as smoothly as possible, this checklist is intended for those who coordinate a fiscal year transition with MKG software.

Or go directly to one of the following items:

 

administrationauthorizefiscal yearmoduleuserfiscal year transitionsection