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Auditor / Compliance (AUD)

Who this is: Reads everything in scope to check that the rules were followed. Read-only.

Can see

  • Finance, conditions precedent, collateral, insurance, reconciliation, audit trail, security, schemes and monitoring.

Can do

  • Read every record in scope.
  • Generate reports (with two-step verification).
  • Download exports.

Can never do

  • Approve, reject, reverse or refund anything.
  • Change any record.
  • Change any setting.

Top 5 tasks

  1. Read the audit trail for a period.
  2. Check conditions precedent ageing.
  3. Check reconciliation results.
  4. Generate the general ledger report.
  5. Download an export for the file.