Accounts Receivable Specialist: Can create customer invoices and record cash sales.
Cost Center Manager: Department head or program manager responsible for operating budget, approves expense reports against the cost center and purchase orders and invoices > $2,500 against the cost center. Run reports and query financials related to cost center. Only one employee per cost center allowed in this role.
Cost Center Manager Level 2: Approves expense reports, purchase orders and invoices > $25,000 except when grant, gift or project worktag applies.
Cost Center Financial Analyst: Can query and run financial reports related to cost center. Multiple employees allowed in this role.
Department Buyer: Approves all purchase orders or invoices for a cost center. Multiple employees allowed in this role.
Division Analyst with Payroll: Can run “Position Budget, Obligations and Actuals” report to view and manage position budgets for the division (authorized by Cost Center Manager).
Expense Reviewer: Reviews expense reports for a cost center to validate worktags and review for proper receipts and attachments prior to the cost center manager approval. This role may modify worktags and view or update attachments. One employee per cost center allowed in this role.
Principal Investigator (PI): Approves grant transactions. Query and run reports related to assigned grants, including payroll details.
Co-PI: Query and run reports related to assigned grants, including payroll details.
Grant Buyer: Reviews purchase orders, invoices and expense reports on a specific grant. May initiate accounting adjustments on purchase orders, invoices, and expense reports. One employee per grant allowed in this role.
Grant Financial Analyst: Query and run reports related to assigned grants, including payroll details. Multiple employees allowed in this role.