Thanks in advance for assistance. I'm new to Office 365 and our business has an E3 subscription. I'm looking at best-practices for architecture for our solution. I have created separate site collections for the following departments: Finance, Marketing, HR, and Operations. Right now, I'm looking at how to architect a "list" type of function for our primary business banking account. I'm very hands on and enjoy learning new tools. I just need to be pointed in the right direction. Here is what I'm looking for:
1. Similar to a checking account. A list with transaction date, transaction description, amount, etc.
2. A Summary text box at the top of the list that shows the balance as of the given day
3. Restrict access, maybe via Views so that only certain people have access (e.g. Owners of the Company, Director of Accounting, etc).
Should I make a team site with this list or do I need the team site first?
Appreciate your time.