Account Level Security on Transactions
Account Level Security can be applied to the transaction forms and buttons listed below. In order to activate this security, see How Do I Set Up Account Level Security?.
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Module |
Menu Selection |
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Accounts Payable |
Transactions>Accounts Payable> Enter A/P Invoices Enter A/P Credits Enter Manual A/P Checks Edit Pay Selected A/P Invoices Activities>Accounts Payable> Display Vendor Balances |
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Accounts Receivable |
Transactions>Accounts Receivable> Enter A/R Invoices Enter A/R Credits Enter A/R Receipts Edit A/R Invoices Activities>Accounts Receivable> Display Customer Balances |
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Allocations Management |
Transactions>Edit Process Allocations |
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Encumbrances |
Transactions> Encumbrances> Enter Encumbrances Enter Encumbrance Liquidations Activities> Display Encumbrance Balances |
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General Ledger |
Transactions> Enter Cash Receipts Enter Cash Disbursements Enter Journal Vouchers Enter Budget Edit Write Checks Edit Receipt Writing Transactions>Payroll> Edit Payroll System Checks Edit Payroll Manual Checks Edit Payroll Void Checks Activities> Check Writing>Write Checks Receipt Writing Manage Recurring Entries Activities>Display Balances> Account Balances Available Budget Balances |
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G/L, A/P, A/R, A/M, Enc, and PO |
Transaction Entry buttons: Copy Posted Document Reverse Posted Document Use Distribution Codes Use Offsets Memorize Document Memorize/Recurring Document Recall Memorized Document Choose A/P Invoices Choose A/R Encumbrances |