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Security settings available on the Payroll > 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
Payroll 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.
note
- Security privileges aren't automatically granted when an application update adds a new screen, menu option, or report; when a new custom report is added to the Report Designer; or when a new security group is created.
- TheReportstab on theSecurity Groupsscreen allows you to control access to individual reports. This list includes all of the standard reports as well as any custom reports and folders you added to the application via the Report Designer.
- If staff don’t have full access to the Report Designer and all of the reports, the Accounting CS Library portlet will have view only permissions.
- If a security setting appears on more than 1 tab, changing that permission on 1 tab will also change the same permission on the other tabs.
- To restrict staff from accessing a client, use theStaff Accesstab on theClientsscreen.
- Not all security features below are available for Client Staff using Accounting CS Client Access.
Security option | Program area | Available for Workpapers CS? |
|---|---|---|
Payroll Actions Menu | Enables full access to the payroll options in the Actions menu. | No |
Payroll Actions Menu Enter Batch Payroll Checks | Allows full access to the Enter Batch Payroll Checks screen. | No |
Payroll Actions Menu Enter Batch Payroll Checks View | Allows access to only view the Enter Batch Payroll Checks screen. | No |
Payroll Actions Menu Enter Batch Payroll Checks On Demand schedule | Displays the On Demand payroll schedule in the Payroll schedule dropdown menu. | No |
Payroll Actions Menu Enter Batch Payroll Checks Preview Payroll | Displays the Preview Payroll button on the Enter Batch Payroll Checks screen. | No |
Payroll Actions Menu Enter Batch Payroll Checks Enter Batch | Displays the Enter Batch button on the Enter Batch Payroll Checks screen. | No |
Payroll Actions Menu Enter Batch Payroll Checks Delete | N/A | No |
Payroll Actions Menu Enter Batch Payroll Checks Reprocess Last Payroll | Displays the Reprocess last payroll link on the Enter Batch Payroll Checks screen. | No |
Payroll Actions Menu Enter Batch Payroll Checks Enter Handwritten Payroll Check | Displays the Enter Handwritten Check option in the Edit menu on the Enter Batch Payroll Checks screen. | No |
Payroll Actions Menu Enter Batch Handwritten Payroll Check | Allows full access to the Enter Batch Handwritten Payroll Checks screen. | No |
Payroll Actions Menu Enter Batch Handwritten Payroll Check View | Allows access to only view the Enter Batch Handwritten Payroll Checks screen. | No |
Payroll Actions Menu Enter Batch Handwritten Payroll Check Preview Payroll | Displays the Preview Payroll button on the Enter Batch Handwritten Payroll Checks screen. | No |
Payroll Actions Menu Enter Batch Handwritten Payroll Check Enter Batch | Displays the Enter Batch button on the Enter Batch Handwritten Payroll Checks screen. | No |
Payroll Actions Menu Enter Batch Handwritten Payroll Check Delete | N/A | No |
Payroll Actions Menu Add Fee | Displays the Add Fee option in the Actions menu. | No |
Payroll Actions Menu Process Direct Deposit | Allows full access to the Process Direct Deposit screen. | No |
Payroll Actions Menu Process Direct Deposit View | Allows access to only view the Process Direct Deposit screen. | No |
Payroll Actions Menu Process Direct Deposit Prenoting | Allows full access to the Prenoting window on the Process Direct Deposit screen. | No |
Payroll Actions Menu Process Direct Deposit Prenoting View | Allows access to only view the Prenoting window on the Process Direct Deposit screen. | No |
Payroll Actions Menu Process Direct Deposit Prenoting Create Prenotes | Displays the Create Prenotes option in the Action field on the Prenoting window. | No |
Payroll Actions Menu Process Direct Deposit Prenoting Change To Approved | Displays the Change to Approved option in the Action field on the Prenoting window. | No |
Payroll Actions Menu Process Direct Deposit Prenoting Change To Prenote | Displays the Change to Prenote option in the Action field on the Prenoting window. | No |
Payroll Actions Menu Process Direct Deposit Prenoting Change To Needs Authorization | Displays the Change to Needs Authorization option in the Action field on the Prenoting screen. | No |
Payroll Actions Menu Process Direct Deposit Prenoting Change To Suspend | Displays the Change to Suspend option in the Action field on the Prenoting window. | No |
Payroll Actions Menu Process Direct Deposit Funding | Displays and allows full access to the Funding button on the Process Direct Deposit screen. | No |
Payroll Actions Menu Process Direct Deposit Manage Files | Displays and allows full access to the Manage Files button on the Process Direct Deposit screen. | No |
Payroll Actions Menu Process Direct Deposit Transmission Information | Displays and allows full access to the Transmission Information button on the Process Direct Deposit screen. | No |
Payroll Actions Menu Process Direct Deposit Create Files | Displays the Create Files button on the Process Direct Deposit screen. | No |
Payroll Actions Menu Process Direct Deposit Preview Selected | Displays the Preview Selected button on the Process Direct Deposit screen. | No |
Payroll Actions Menu Reconcile Bank Accounts | Allows full access to the Reconcile Bank Accounts screen. | No |
Payroll Actions Menu Reconcile Bank Accounts View | Allows access to only view the Reconcile Bank Accounts screen. | No |
Payroll Actions Menu Reconcile Bank Accounts Create Adjusting Entry | N/A | No |
Payroll Actions Menu Reconcile Bank Accounts Unfinalize Bank Reconciliation | Displays the Unfinalize Bank Reconciliation option in the Edit menu on the Reconcile Bank Accounts screen. | No |
Payroll Actions Menu Allocate Tips | Displays and allows full access to the Allocate Tips screen. | No |
Payroll Actions Menu Reconcile Impound Bank Accounts | Allows full access to the Reconcile Impound Bank Accounts screen. | No |
Payroll Actions Menu Reconcile Impound Bank Accounts View | Allows access to only view the Reconcile Impound Bank Accounts screen. | No |
Payroll Actions Menu Reconcile Impound Bank Accounts Create Adjusting Entry | N/A | No |
Payroll Actions Menu Reconcile Impound Bank Accounts Unfinalize Bank Reconciliation | Displays the Unfinalize Bank Reconciliation option in the Edit menu on the Reconcile Impound Bank Accounts screen. | No |
Payroll Actions Menu Process EFTPS | Allows full access to the Process EFTPS screen. | No |
Payroll Actions Menu Process EFTPS View | Allows access to only view the Process EFTPS screen. | No |
Payroll Actions Menu Process EFTPS Manage Files | Displays the Manage Files button on the Process EFTPS screen. | No |
Payroll Actions Menu Process EFTPS Setup | Displays the Setup button on the Process EFTPS screen. | No |
Payroll Actions Menu Process EFTPS Create Files | Displays the Create Files button on the Process EFTPS screen. | No |
Payroll Actions Menu Process Positive Pay | Displays the Process Positive Pay option in the Actions window. | No |
Payroll Actions Menu Process Positive Pay Impound Bank Accounts | Allows full access to the Process Positive Pay Impound Bank Accounts screen. | No |
Payroll Actions Menu Process Positive Pay Impound Bank Accounts View | Allows access to only view the Process Positive Pay Impound Bank Accounts screen. | No |
Payroll Actions Menu Process Positive Pay Impound Bank Accounts Manage Files | Displays the Manage Files button on the Process Positive Pay Impound Bank Accounts screen. | No |
Payroll Actions Menu Process Positive Pay Impound Bank Accounts Create Files | Displays the Create Files button on the Process Positive Pay Impound Bank Accounts screen. | No |
Payroll Actions Menu Process Payroll Tax Forms | Allows full access to the Process Payroll Tax Forms screen. | No |
Payroll Actions Menu Process Electronic Forms | Allows full access to the Process Electronic Forms screen. | No |
Payroll Actions Menu Process Electronic Forms View | Allows access to only view the Process Electronic Forms screen. | No |
Payroll Actions Menu Process Electronic Forms Manage Electronic Forms | Displays the Manage Electronic Forms button on the Process Electronic Forms screen. | No |
Payroll Actions Menu Process Electronic Forms Form 8879-EMP | N/A | No |
Payroll Actions Menu Process Electronic Forms Transmit Forms | Displays the Transmit Forms button on the Process Electronic Forms screen. | No |
Payroll Actions Menu Process Electronic Forms Transmission Information | Displays the Transmission Information button on the Process Electronic Forms screen. | No |
Payroll Actions Menu Process Internet/Magnetic Files | Allows full access to the Process Internet/Magnetic Files screen. | No |
Payroll Actions Menu Process Internet/Magnetic Files View | Allows access to only view the Process Internet/Magnetic Files screen. | No |
Payroll Actions Menu Process Internet/Magnetic Files Manage Files | Displays the Manage Files button on the Process Internet/Magnetic Files screen. | No |
Payroll Actions Menu Process Internet/Magnetic Files Create Files | Displays the Create Files button on the Process Internet/Magnetic Files screen. | No |
Payroll Actions Menu Process Internet/Magnetic Files Transmitter Information | Displays the Transmitter Information button on the Process Internet/Magnetic Files screen. | No |
Payroll Actions Menu Process Workers' Compensation Files | Displays the Process Workers' Compensation Files option in the Actions menu. | No |
Payroll Actions Menu Process Workers' Compensation Files InsurePay | Allows full access to the Process InsurePay Files screen. | No |
Payroll Actions Menu Process Workers' Compensation Files InsurePay Payroll tab | Allows access to the Payroll tab on the Process InsurePay Files screen. | No |
Payroll Actions Menu Process Workers' Compensation Files InsurePay Setup tab | Allows access to the Setup tab on the Process InsurePay Files screen. | No |
Payroll Actions Menu Process Workers' Compensation Files XactPay | Allows full access to the Process XactPAY Files screen. | No |
Payroll Actions Menu Process Workers' Compensation Files XactPay Payroll tab | Allows access to the Payroll tab on the Process XactPAY Files screen. | No |
Payroll Actions Menu Process Workers' Compensation Files XactPay Setup tab | Allows access to the Setup tab on the Process XactPAY Files screen. | No |
Payroll Actions Menu Process New Hires | Displays the Process New Hires option in the Actions menu. | No |
Payroll Actions Menu Process New Hires Employees | Allows full access to the Process New Hires screen. | No |
Payroll Actions Menu Process New Hires California Independent Contractors | Allows full access to the Process New Hire California Independent Contractors | No |
Payroll Actions Menu Verify SSN/TIN | Allows full access to the Verify SSN/TIN screen. | No |
Payroll Actions Menu Verify SSN/TIN Manage Files | Displays the Manage Files button on the Verify SSN/TIN screen. | No |
Payroll Actions Menu Verify SSN/TIN Create Files | Displays the Create Files button on the Verify SSN/TIN screen. | No |
Payroll Actions Menu Verify SSN/TIN SSN tab | Allows access to the SSN tab on the Verify SSN/TIN screen. | No |
Payroll Actions Menu Verify SSN/TIN TIN tab | Allows access to the TIN tab on the Verify SSN/TIN screen. | No |
Payroll Actions Menu Verify W-2s | Allows full access to the Verify W-2s screen. | No |
Payroll Actions Menu Verify W-2s View | Allows access to only view the Verify W-2s screen. | No |
Payroll Actions Menu Verify W-2s Unverify selected | Displays the Unverify Selected button on the Verify W-2s screen. | No |
Payroll Actions Menu Verify W-2s Verify selected | Displays the Verify Selected button on the Verify W-2s screen. | No |
Payroll Actions Menu Enroll | Displays all of the option in the Actions Enroll menu. | No |
Payroll Actions Menu Enroll EFTPS | Allows full access to the Enroll EFTPS screen. | No |
Payroll Actions Menu Enroll EFTPS View | Allows access to only view the Enroll EFTPS screen. | No |
Payroll Actions Menu Enroll EFTPS Setup | Displays the Setup button on the Enroll EFTPS screen. | No |
Payroll Actions Menu Enroll EFTPS Create Files | Displays the Create Files button on the Enroll EFTPS screen. | No |
Payroll Actions Menu Enroll 94X Client PIN | Allows full access to the 94X Client PIN screen. | No |
Payroll Actions Menu Enroll Arizona Electronic Filing | Allows full access to the AZ e-Enrollment screen. | No |
Payroll Actions Menu Enroll Florida Electronic Filing | Allows full access to the FL e-Enrollment screen. | No |
Payroll Actions Menu Enroll Michigan Electronic Filing | Allows full access to the MI e-Enrollment screen. | No |
Payroll Actions Menu Enroll Reporting Agent Authorization | Allows full access to the Reporting Agent Authorization screen. | No |
Payroll Actions Menu Edit Payroll Tax Forms | Allows full access to the Edit Payroll Tax Forms screen. | No |
Payroll Actions Menu Manage Payroll Liabilities | Allows full access to the Manage Payroll Liabilities screen. | No |
Payroll Actions Menu Manage Payroll Liabilities View | Allows access to only view the Manage Payroll Liabilities screen. | No |
Payroll Actions Menu Manage Payroll Liabilities Add Liability | Displays the Add Liability button on the Manage Payroll Liabilities screen. | No |
Payroll Actions Menu Manage Payroll Liabilities Delete Selected Liabilities | Displays the Delete Selected button on the Manage Payroll Liabilities screen. | No |
Payroll Actions Menu Manage Impound Payments | Allows full access to the Manage Impound Payments screen. | No |
This article applies to:
- PRODUCT: Workpapers CS
- Subject: Clients,Setup