User roles have an Accounting permission group with seven switches:

• Accounting Dashboard – view the dashboard charts and KPIs.
• List Accounting Transactions – open the Transactions page and load the list.
• Edit Accounting Transactions – add, edit, delete, mark reviewed, run Re-categorize All, and add or remove categorization rules.
• List Accounting Categories – open the Chart of Accounts.
• Edit Accounting Categories – add or edit accounts in the Chart of Accounts.
• List Accounting Items – view Connected Accounts.
• Edit Accounting Items – connect a bank, import transactions, re-authenticate.

All of them are only offered when the Accounting module is active. The reports use the Sales permissions Profit & Loss and Cashflow. If you lack a permission you will see errors such as Invalid Permissions ! or be sent back to the admin home page.