Security settings available on the General tab then Actions menu of the Security Groups screen

The following table lists all of the security settings available in the application at
Setup
Firm Information
Security Group
General tab
Actions menu
.
  • When an option is marked, access is granted to that screen or function.
  • When an option isn't marked, access is restricted from that screen or function. Options won't be available or they'll be hidden on the screen.
  • When an option is filled, access is partially granted to that screen or function.
Security option
Program area
Available for Workpapers CS?
General
Actions Menu
Enables full access to all options in the Actions menu.
Yes
General
Actions Menu
Enter Transactions
Allows full access to the Enter Transactions screen.
Yes
General
Actions Menu
Enter Transactions
Checks
Allows full access to the check transaction type on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Checks
View
Allows access to view checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Checks
Add
Allows access to input checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Checks
Edit
Allows access to edit existing checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Checks
Delete
Allows access to delete existing checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Checks
Delete
Unprinted
Allows access to delete unprinted checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Checks
Delete
Printed
Allows access to delete printed checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Checks
Delete
Handwritten
Allows access to delete handwritten checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Checks
Delete
Voided
Allows access to delete voided checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Checks
Void
Allows access to void checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Checks
Reverse
Allows access to reverse checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AP Checks
Allows full access to the AP Check transaction type on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AP Checks
View
Allows access to view AP Checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AP Checks
Add
Allows access to enter AP Checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AP Checks
Edit
Allows access to edit existing AP Checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AP Checks
Delete
Allows access to delete existing AP Checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AP Checks
Delete
Unprinted
Allows access to delete unprinted AP Checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AP Checks
Delete
Printed
Allows access to delete printed AP Checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AP Checks
Delete
Handwritten
Allows access to delete handwritten AP Checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AP Checks
Delete
Voided
Allows access to delete voided AP Checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AP Checks
Void
Allows access to void AP Checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AP Checks
Reverse
Allows access to reverse AP Checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Deposits
Allows full access to Deposit type transactions on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Deposits
View
Allows access to view deposit type transactions on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Deposits
Add
Allows access to add new deposit type transactions on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Deposits
Edit
Allows access to edit existing deposit type transactions on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Deposits
Delete
Allows access to delete existing deposit type transactions on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AR Deposits
Allows full access to the AR Deposit type transaction on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AR Deposits
View
Allows access to view AR Deposits on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AR Deposits
Edit
Allows access to modify existing AR Deposits on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AR Deposits
Delete
Allows access to delete AR Deposits on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payments
Allows full access to the Payment type transaction on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payments
View
Allows access to view payment type transactions on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payments
Add
Allows access to add new payment type transactions on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payments
Edit
Allows access to modify existing payment type transactions on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payments
Delete
Allows access to delete existing payment type transactions on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payments
Void
Allows access to void existing payment type transactions on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payments
Reverse
Allows access to reverse existing payment type transactions on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AP Payments
Allows full access to the AP Payment type transaction on Enter Transactions.
No
General
Actions Menu
Enter Transactions
AP Payments
View
Allows access to view AP payment type transactions on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AP Payments
Add
Allows access to add new AP Payments on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AP Payments
Edit
Allows access to modify existing AP Payments on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AP Payments
Delete
Allows access to delete existing AP Payments on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AP Payments
Void
Allows access to void existing AP Payments on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
AP Payments
Reverse
Allows access to reverse existing AP Payments on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payroll Checks
Allows full access to the payroll check type transaction on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payroll Checks
View
Allows access to view payroll checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payroll Checks
Add
Allows access to add new payroll checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payroll Checks
Edit
Allows access to modify existing payroll checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payroll Checks
Delete
Allows access to delete existing payroll check type transactions on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payroll Checks
Delete
Unprinted
Allows access to delete unprinted payroll checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payroll Checks
Delete
Printed
Allows access to delete printed payroll checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payroll Checks
Delete
Handwritten
Allows access to delete handwritten payroll checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payroll Checks
Delete
Voided
Allows access to delete voided payroll checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payroll Checks
Void
Allows access to void payroll checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payroll Checks
Reverse
Allows access to reverse payroll checks on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payroll Checks
Adjust Taxable Wages
Allows access to the Edit > Adjust Taxable Wages dialog for a payroll check on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payroll Checks
Print Payroll Check Stubs
Allows access to the File > Print Payroll Check Stubs dialog from the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Payroll Checks
Reprint
Allows access to the File > Reprint Payroll Checks dialog on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Journal Entries
Allows full access to the Journal Entry type transaction on the Enter Transactions screen.
Yes
General
Actions Menu
Enter Transactions
Journal Entries
View
Allows access to view journal entry type transactions on the Enter Transactions screen.
Yes
General
Actions Menu
Enter Transactions
Journal Entries
Add
Allows access to add new journal entry type transactions to the Enter Transactions screen.
Yes
General
Actions Menu
Enter Transactions
Journal Entries
Edit
Allows access to modify existing journal entry type transactions on the Enter Transactions screen.
Yes
General
Actions Menu
Enter Transactions
Journal Entries
Delete
Allows access to delete existing journal entry type transactions on the Enter Transactions screen.
Yes
General
Actions Menu
Enter Transactions
Journal Entries
Recalculate Automatic Journal Entries
Allows access to the Edit > Recalculate Automatic Journal Entries option on the Enter Transactions screen.
Yes
General
Actions Menu
Enter Transactions
Check Summary Memos
Allows full access to the Check Summary Memo transaction type on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Check Summary Memos
View
Allows access to view Check Summary Memos on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Check Summary Memos
Add
Allows access to add new Check Summary Memos on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Check Summary Memos
Edit
Allows access to edit existing Check Summary Memos on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
Check Summary Memos
Delete
Allows access to delete existing Check Summary Memos on the Enter Transactions screen.
No
General
Actions Menu
Enter Transactions
View Bank Account Balances
Allows access to view bank account balances on the Enter Transactions screen, located on the status bar and in the Balance column in Bank Account mode.
No
General
Actions Menu
Enter Transactions
Edit Multiple Transactions
Displays the Edit Multiple Transactions link on the Enter Transactions screen.
Yes
General
Actions Menu
Enter Transactions
Generate Liabilities for HW PR Checks
Displays the Generate Liabilities for Handwritten Payroll Checks link on the Enter Transactions screen.
No
General
Actions Menu
Analyze Client Activity
Allows full access to the Analyze Client Activity feature.
Yes
General
Actions Menu
Analyze Client Activity
Trial Balance
Allows access to the Trial Balance view of Analyze Client Activity.
Yes
General
Actions Menu
Analyze Client Activity
General Ledger
Allows access to the General Ledger view of Analyze Client Activity.
Yes
General
Actions Menu
Analyze Client Activity
Financial Statement Worksheet
Allows access to the Financial Statement Worksheet view of Analyze Client Activity.
Yes
General
Actions Menu
Analyze Client Activity
Employee Earnings
Allows access to the Employee Earnings view of Analyze Client Activity.
No
General
Actions Menu
Analyze Client Activity
Payroll Tax Form
Allows access to the Payroll Tax Form view of Analyze Client Activity.
No
General
Actions Menu
Manage NetClient CS
Allows full access to the Manage NetClient CS screen.
No
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