Latest updates to Budgetly product
User roles: New "Accountant" role
Introducing a new role designed specifically for accountants, joining our existing User and Admin roles. This feature has been eagerly requested by our customers, and we are excited to announce it!
As shown in the image below, users have the option to hold multiple roles, offering greater flexibility in terms of permissions. For instance, if you want your accountant to have access to a card and budget, you can assign them both the User and Accountant roles.
We recommend that any accountants who do not need Admin access be assigned to this role instead.
See our user roles article for full detail.
Money Requests: Export to CSV
You can now download a CSV of the budget period's money requests.