Terminology in Cheqbook? Why knowing the different account types helps.

Cheqbook can be a bit confusing to newcomers, especially when they're asking for technical support.  It's also challenging because the word "account" can mean so many different things.  So here's a quick and dirty guide to figuring it all out.

Accounts:

  • User Accounts - the user profile that gets setup for a user.  When you login you login as a user.  We prefer to call these User Profiles, but User account still works as long as you say user.  Users can be invited to access an unlimited number of companies.
  • Company Accounts - Sometimes referred to as a "set of books".  Each "company" in Cheqbook is a set of books for that one entity. 
  • Bank Accounts - accounts with banks, they may or may not be linked
  • Credit Card Accounts - accounts with credit card companies that also may or may not be linked.
  • Linked Accounts - accounts with banks that are automatically linked and downloading transactions with the Yodlee data service.  Transactions can also be uploaded into this type of account.
  • Unlinked Accounts - this one is confusing, and not everyone has one.  These are accounts in the linked account section of your dashboard, BUT for various reasons are not automatically downloading transactions with the Yodlee data service.  Instead users are manually uploading transactions to these accounts instead.  Although technically all general general ledger accounts are unlinked, we use this term to refer to upload only linked accounts. Sometimes this are jokingly referred to as unlinked linked accounts. See also upload accounts.
  • General ledger accounts - the account registers for your set of books.  Bank, credit card, linked and unlinked accounts are also types of general ledger accounts.
  • Upload Accounts - another term for Unlinked accounts, these linked type accounts not connected to the Yodlee data service.  We're trying to switch to this term instead of unlinked accounts since that one is confusing. See also unlinked accounts.

Users:

  • Primary user - the person who owns the set of books and is paying the subscription fee for it.  Note: The primary users can only be transferred by technical support.
  • Full users - these are users invited to have access to a company's set of books.  They have all the permissions of primary users and can do everything, except anything related to the subscription or removing the primary user.
  • Limited users - invited users with limited permissions within the books.  They cannot invite other users or perform certain other managerial tasks like link bank accounts.
  • Read only users - invited users who can only view reports and transactions, they cannot change data.

 

 

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