Your team and your CA

Who can use the finance pages, permissions, and working with your CA.

• Who can open the finance pages?People with the Admin, Leadership or Finance role, and board members.
• Can I change what each role can do?Yes. Settings → Permissions on the finance pages lists every finance permission (creating and approving expenses at each tier, seeing vendor bank details, making payment files, exporting to Tally, posting to the ledger and more) against each role.
• How does my CA work with Margin?Two ways. Send them the Tally export each month, so nothing changes for them.
• Can someone approve expenses for me while I'm away?Yes. In Settings → My delegations on the finance pages, hand your expense approvals to someone for a set time. All delegations shows everyone's.