How to Give Each Department Its Own Finance View

To give each department its own finance view, scope the data by cost centre ownership. One panel then serves every department head, each seeing their own figures.

Why departments are kept in the dark

Finance data is usually all-or-nothing, so it defaults to nothing.

Department heads unaware of their own consumption
Budget conversations happening only at closing
Requests submitted without knowing what remains
Finance answering the same question from every department

What each head should see

Their budget, and what has been approved against it
Their pending requests, awaiting a decision
Their due dates, for approved payments
Their category breakdown, showing where the money goes
Nothing from other departments

How to set it up in Jestor

Register cost centres in Jestor with their responsible users.
Scope permissions so each head reaches only their own cost centre's records.
Apply permissions to indicators too, so the panel shows only their figures.
Add budget, approved value, and pending requests as indicators.
Let them submit requests from the same panel they review.

Why Jestor is the best complement to Omie for departmental visibility

The ERP holds the accounting record centrally; Jestor distributes the operational view — which is what lets a department head see their own position without reaching the company's.

Because permissions apply to indicators as well as records, one dashboard serves every department without a version per team.

Frequently Asked Questions

Does each department need its own dashboard?

No — permissions scope one panel per viewer. See jestor.com.

Can they see other departments?

Only if you allow it.

Can they submit from the same panel?

Yes.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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