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Welcome to Xurrent Help. This is your online reference that describes the functionality offered by the Xurrent service. To get started, select a topic that you want to know more about from the navigation pane on the left.
The Financial Manager role is intended for people who maintain the financial information for their support organization, such as financial controllers. A user whose Person record is linked to the Financial Manager role of an account is able to maintain the following records of that account:
In addition, people who have this role can maintain the financial information of the following records:
And finally, these people have the ability to review the following records: