HELP
Who can do what¶
Every seat Axis ships with, and the work each one holds. Use this page to find which seat does a piece of work, and which decisions wait for a person.
Axis writes the tables on this page from the roles themselves, so they match the product you run.
How to read it¶
Each row is a capability: a piece of work in your business's own words, such as "Raise purchase orders" or "Post payments". Each column is a seat.
| In a cell | It means |
|---|---|
| Yes | The seat holds the whole capability. |
| Partly | The seat holds some of its steps. For example, Manager Procurement confirms purchase orders, and the COO also closes them. |
| A blank cell | The work sits with another seat. |
The Kind column says whether the work is View, to read records, or Do, to change them.
Yes in Waits for approval means at least one step of that work waits on an approval card. The person who asked reads every detail, then approves or declines. See Approvals.
The CEO seat
The CEO seat holds every capability, in every area and every add-on module. Sign in as the CEO to see the whole product at once.
Add-on modules
The capabilities below cover the core areas, manufacturing and quality, and the tax work of the Pakistan region module. The other add-on modules belong to the CEO seat as shipped. To give one to another seat, the team that runs your Axis installation adds it to that seat's role. See Add-on modules.
The seats group into six kinds of work. Roles and seats has a tab for each:
| Seat tab | The roles in it |
|---|---|
| Finance | CFO, GM Finance, Manager Accounts |
| Operations | COO |
| Procurement | Manager Procurement |
| Stores | Manager Stores |
| Sales | Manager Sales |
| Administrators | Manager Admin HR, System Administrator |
An administrator can open Users and Roles in Axis to see the same capabilities for any role. There you can compare two to four roles side by side, and find which roles and people carry a capability.
Roles and what they hold¶
One table for each area of the business.
Sales and invoicing¶
| Capability | Kind | Waits for approval | CEO | CFO | COO | GM Finance | Manager Sales | Manager Procurement | Manager Stores | Manager Admin HR | Manager Accounts | System Administrator |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| See customers | View | Yes | Yes | Yes | Yes | Yes | ||||||
| Take on and update customers | Do | Yes | Yes | |||||||||
| Check a customer's credit and balance | View | Yes | Yes | |||||||||
| See quotations | View | Yes | Yes | |||||||||
| Prepare and send quotations | Do | Yes | Yes | Yes | ||||||||
| See sales orders | View | Yes | Yes | Yes | Yes | Yes | ||||||
| Take and confirm sales orders | Do | Yes | Yes | Yes | ||||||||
| See delivery notes | View | Yes | Yes | Yes | Yes | |||||||
| Ship goods to customers | Do | Yes | Yes | Yes | Yes | |||||||
| See invoices | View | Yes | Yes | Yes | Yes | Yes | ||||||
| Raise and issue invoices | Do | Yes | Yes | Yes | ||||||||
| See credit notes | View | Yes | Yes | Yes | ||||||||
| Raise credit notes | Do | Yes | Yes |
Purchasing and vendorization¶
| Capability | Kind | Waits for approval | CEO | CFO | COO | GM Finance | Manager Sales | Manager Procurement | Manager Stores | Manager Admin HR | Manager Accounts | System Administrator |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| See suppliers | View | Yes | Yes | Yes | Yes | Yes | Yes | |||||
| Take on and update suppliers | Do | Yes | Yes | |||||||||
| See requisitions | View | Yes | Yes | Yes | ||||||||
| Raise requisitions | Do | Yes | Yes | Yes | Yes | |||||||
| Check stock against a requirement | View | Yes | Yes | Yes | ||||||||
| See requests for quotation | View | Yes | Yes | |||||||||
| Send requests for quotation | Do | Yes | Yes | Yes | ||||||||
| See and compare supplier quotations | View | Yes | Yes | |||||||||
| Record supplier quotations | Do | Yes | Yes | |||||||||
| Award a supplier | Do | Yes | Yes | Yes | ||||||||
| See purchase orders | View | Yes | Yes | Yes | Yes | Yes | ||||||
| Raise purchase orders | Do | Yes | Yes | |||||||||
| Confirm and close purchase orders | Do | Yes | Yes | Yes | Partly | |||||||
| See goods received | View | Yes | Yes | Yes | Yes | |||||||
| Receive goods | Do | Yes | Yes | Yes | Yes | |||||||
| See vendor invoices | View | Yes | Yes | Yes | Yes | Yes | ||||||
| Record vendor invoices | Do | Yes | Yes | Yes | ||||||||
| See received documents | View | Yes | Yes | Yes | ||||||||
| File received documents | Do | Yes | Yes | Yes | ||||||||
| See how suppliers deliver | View | Yes | Yes | Yes |
Inventory and stores¶
| Capability | Kind | Waits for approval | CEO | CFO | COO | GM Finance | Manager Sales | Manager Procurement | Manager Stores | Manager Admin HR | Manager Accounts | System Administrator |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| See items | View | Yes | Yes | Yes | Yes | Yes | Partly | |||||
| Add and update items | Do | Yes | Yes | |||||||||
| See warehouses | View | Yes | Yes | Yes | Yes | |||||||
| Add warehouses | Do | Yes | Yes | Yes | ||||||||
| See stock levels | View | Yes | Partly | Yes | ||||||||
| See stock movements | View | Yes | Partly | Yes | ||||||||
| Move stock | Do | Yes | Yes | Yes | ||||||||
| Count and reconcile stock | Do | Yes | Yes | |||||||||
| Post a stock count | Do | Yes | Yes | Yes |
Manufacturing and quality¶
| Capability | Kind | Waits for approval | CEO | CFO | COO | GM Finance | Manager Sales | Manager Procurement | Manager Stores | Manager Admin HR | Manager Accounts | System Administrator |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| See bills of materials | View | Yes | Yes | Yes | ||||||||
| Set up bills of materials | Do | Yes | Yes | |||||||||
| See work orders | View | Yes | Yes | |||||||||
| Run work orders | Do | Yes | Yes | Yes | ||||||||
| See quality inspections | View | Yes | Yes | Yes | Yes | |||||||
| See the quality overview | View | Yes | Yes | |||||||||
| Raise inspections and record readings | Do | Yes | Yes | |||||||||
| Judge inspections | Do | Yes | Yes | |||||||||
| See inspection templates | View | Yes | Yes | Partly | ||||||||
| Set up inspection templates | Do | Yes | Yes | |||||||||
| See non-conformances | View | Yes | Yes | Yes | ||||||||
| Record and follow up non-conformances | Do | Yes | Yes |
Accounting and financial reports¶
| Capability | Kind | Waits for approval | CEO | CFO | COO | GM Finance | Manager Sales | Manager Procurement | Manager Stores | Manager Admin HR | Manager Accounts | System Administrator |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| See the dashboard | View | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |
| See the chart of accounts | View | Yes | Yes | Yes | Yes | Yes | ||||||
| See journal entries and postings | View | Yes | Yes | Partly | Partly | |||||||
| Draft journal entries | Do | Yes | Yes | Yes | Yes | |||||||
| Post journal entries | Do | Yes | Yes | Yes | Yes | |||||||
| Reverse journal entries | Do | Yes | Yes | Yes | ||||||||
| See payments | View | Yes | Yes | Yes | Yes | Yes | ||||||
| Record payments | Do | Yes | Yes | Yes | Yes | Yes | ||||||
| Post payments | Do | Yes | Yes | Yes | Yes | Yes | ||||||
| Reverse payments | Do | Yes | Yes | Yes | ||||||||
| Apply and reconcile payments | Do | Yes | Yes | |||||||||
| Read the financial statements | View | Yes | Yes | Partly | Partly | |||||||
| Read what customers owe | View | Yes | Yes | Yes | Yes | Yes | ||||||
| Write off an uncollectable invoice | Do | Yes | Yes | Yes | ||||||||
| Read what is owed to suppliers | View | Yes | Yes | Yes | Yes | Yes | Yes | |||||
| Check the books balance | View | Yes | Yes | |||||||||
| See budgets against actuals | View | Yes | Yes | |||||||||
| Set budgets | Do | Yes | Yes | |||||||||
| See fiscal years | View | Yes | Yes | Yes | Yes | |||||||
| Open a fiscal year | Do | Yes | Yes | Yes | ||||||||
| Close the year | Do | Yes | Yes | Yes | ||||||||
| See tax templates | View | Yes | Yes | Yes | Yes | |||||||
| Set up tax templates | Do | Yes | Yes | |||||||||
| See exchange rates | View | Yes | Partly |
Tax¶
| Capability | Kind | Waits for approval | CEO | CFO | COO | GM Finance | Manager Sales | Manager Procurement | Manager Stores | Manager Admin HR | Manager Accounts | System Administrator |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| See tax registrations | View | Yes | Yes | Yes | ||||||||
| Register for tax | Do | Yes | Yes | Yes | ||||||||
| Work out withholding tax | View | Yes | Yes | Yes | ||||||||
| Record withholding tax | Do | Yes | Yes | Yes | ||||||||
| See Pakistani payroll settings | View | Yes | Yes | Yes | Yes | |||||||
| Set Pakistani payroll settings | Do | Yes | Yes | Yes | Yes | |||||||
| See sales tax returns | View | Yes | Yes | Yes | ||||||||
| Prepare sales tax returns and e-invoices | Do | Yes | Yes | Yes | ||||||||
| File sales tax returns | Do | Yes | Yes | Yes |
HR and payroll¶
| Capability | Kind | Waits for approval | CEO | CFO | COO | GM Finance | Manager Sales | Manager Procurement | Manager Stores | Manager Admin HR | Manager Accounts | System Administrator |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| See employees | View | Yes | Yes | |||||||||
| Take on and update employees | Do | Yes | Yes | |||||||||
| See departments and designations | View | Yes | Yes | |||||||||
| Set up departments and designations | Do | Yes | Yes | |||||||||
| See leave | View | Yes | Yes | |||||||||
| Record leave | Do | Yes | Yes | |||||||||
| Approve leave | Do | Yes | Yes | Yes | ||||||||
| See attendance | View | Yes | Yes | |||||||||
| Mark attendance | Do | Yes | Yes | |||||||||
| See expense claims | View | Yes | Yes | |||||||||
| Record expense claims | Do | Yes | Yes | |||||||||
| Submit expense claims for approval | Do | Yes | Yes | |||||||||
| Approve expense claims | Do | Yes | Yes | Yes | ||||||||
| See payroll | View | Yes | Yes | |||||||||
| Run payroll | Do | Yes | Yes | Yes |
Setup and administration¶
| Capability | Kind | Waits for approval | CEO | CFO | COO | GM Finance | Manager Sales | Manager Procurement | Manager Stores | Manager Admin HR | Manager Accounts | System Administrator |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| See the company | View | Yes | Partly | Yes | ||||||||
| Set up the company | Do | Yes | Yes | |||||||||
| Manage users and roles | Do | Yes | Yes |
Decisions that wait for approval¶
Each decision below waits on an approval card before it runs. The last column names the seats that hold the whole decision.
| Decision | Area | Seats that make it |
|---|---|---|
| Prepare and send quotations | Sales and invoicing | CEO, Manager Sales |
| Take and confirm sales orders | Sales and invoicing | CEO, Manager Sales |
| Ship goods to customers | Sales and invoicing | CEO, Manager Sales, Manager Stores |
| Raise and issue invoices | Sales and invoicing | CEO, Manager Sales |
| Raise requisitions | Purchasing and vendorization | CEO, COO, Manager Procurement |
| Send requests for quotation | Purchasing and vendorization | CEO, Manager Procurement |
| Award a supplier | Purchasing and vendorization | CEO, Manager Procurement |
| Confirm and close purchase orders | Purchasing and vendorization | CEO, COO |
| Receive goods | Purchasing and vendorization | CEO, Manager Procurement, Manager Stores |
| Record vendor invoices | Purchasing and vendorization | CEO, Manager Procurement |
| Move stock | Inventory and stores | CEO, Manager Stores |
| Post a stock count | Inventory and stores | CEO, Manager Stores |
| Run work orders | Manufacturing and quality | CEO, COO |
| Post journal entries | Accounting and financial reports | CEO, CFO, GM Finance |
| Reverse journal entries | Accounting and financial reports | CEO, CFO |
| Post payments | Accounting and financial reports | CEO, CFO, GM Finance, Manager Sales |
| Reverse payments | Accounting and financial reports | CEO, CFO |
| Write off an uncollectable invoice | Accounting and financial reports | CEO, CFO |
| Close the year | Accounting and financial reports | CEO, CFO |
| File sales tax returns | Tax | CEO, CFO |
| Approve leave | HR and payroll | CEO, Manager Admin HR |
| Approve expense claims | HR and payroll | CEO, Manager Admin HR |
| Run payroll | HR and payroll | CEO, Manager Admin HR |
50 more actions, outside the capabilities above, wait for approval in the same way.
The person who asks for the work answers its card. Axis runs the request only for a seat that holds that work. See Approve or decline a request.
Next¶
- Roles and seats: what each seat is for, and its week.
- Approvals: what an approval card shows, and why work waits for you.
- Add a user and give them a role: put a person in a seat.