Security settings available on the Accounting tab of the Security Groups screen
The following table lists all of the security settings available in the application at .
- 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? |
|---|---|---|
Accounting | Allows access to all options below it in the hierarchy on this tab. | Yes |
Enables the accounting options in the File menu on the menu bar. | No | |
No | ||
Allows full access to the accounting options in the Spreadsheet Import wizard. | No | |
Allows access to the Vendors data type in the Spreadsheet Import wizard. | No | |
Allows full access to the Print Checks screen. | No | |
Allows full access to the Vendor/Payee tab on the Print Checks screen. | No | |
Enables the accounting options in the Actions menu on the menu bar. | Yes | |
Allows full access to the Enter Trial Balance screen. | Yes | |
Allows access to only view the Enter Trial Balance screen. | Yes | |
Allows full access to the View Maintenance window on the Enter Trial Balance screen. | Yes | |
Allows access to only view the View Maintenance window on the Enter Trial Balance screen. | Yes | |
Allows access to add new items to the View Maintenance window on the Enter Trial Balance screen. | Yes | |
Allows access to modify items on the View Maintenance window on the Enter Trial Balance screen. | Yes | |
Allows access to remove items from the View Maintenance window on the Enter Trial Balance screen. | Yes | |
Allows full access to the Enter Tax Code Adjustments screen. | Yes | |
Allows access to only view the Enter Tax Code Adjustments screen. | Yes | |
Allows access to the modify the Enter Tax Code Adjustments screen. | Yes | |
Allows full access to the Process Direct Deposit screen. | No | |
Allows access to only view the Process Direct Deposit screen. | No | |
Allows full access to the Prenoting window on the Process Direct Deposit screen. | No | |
Allows access to only view the Prenoting window on the Process Direct Deposit screen. | No | |
Displays the Create Prenotes option in the Action field on the Prenoting window. | No | |
Displays the Change to Approved option in the Action field on the Prenoting window. | No | |
Displays the Change to Prenote option in the Action field on the Prenoting window. | No | |
Displays the Change to Needs Authorization option in the Action field on the Prenoting window. | No | |
Displays the Change to Suspend option in the Action field on the Prenoting window. | No | |
Displays and allows access to the Funding button on the Process Direct Deposit screen. | No | |
Displays and allows full access to the Manage Files button on the Process Direct Deposit screen. | No | |
Displays and allows full access to the Transmission Information button on the Process Direct Deposit screen. | No | |
Displays the Create Files button on the Process Direct Deposit screen. | No | |
Displays the Preview Selected button on the Process Direct Deposit screen. | No | |
Allows full access to the Reconcile Bank Accounts screen. | No | |
Allows access to only view the Reconcile Bank Accounts screen. | No | |
No | ||
Allows access to unfinalize bank reconciliations that have a status of finalized. | No | |
Displays and allows full access to the View Account Activity window. | Yes | |
Displays and allows full access to the View Net Income/Loss window. | Yes | |
Displays and allows full access to the Consolidate Clients screen. | Yes | |
Displays and allows full access to the Change Posting Period window | Yes | |
Grants access to change the posting period to a period earlier than the latest period end date. | Yes | |
Allows full access to the Verify SSN/TIN screen. | Yes | |
Displays the Manage Files button on the Verify SSN/TIN screen. | Yes | |
Displays the Create Files button on the Verify SSN/TIN screen. | Yes | |
Allows full access to the SSN tab on the Verify SSN/TIN screen. | Yes | |
Allows full access to the TIN tab on the Verify SSN/TIN screen. | Yes | |
Allows full access to everything under the Setup Menu for Accounting. | Yes | |
Displays all options under the Firm Information submenu in the Setup Menu | Yes | |
Allows full access to the Banks screen. | No | |
Allows access to only view the Banks screen. | No | |
Allows access to add new items to the Banks screen. | No | |
Allows access to modify existing items on the Banks screen. | No | |
Allows access to remove existing items from the Banks screen. | No | |
Allows full access to the Billing Items screen. | No | |
Allows access to only view the Billing Items screen. | No | |
Allows access to add new items to the Billing Items screen. | No | |
Allows access to edit existing items on the Billing Items screen. | No | |
Allows access to remove existing items from the Billing Items screen. | No | |
Allows full access to the Sales Taxes screen. | No | |
Allows access to only view the Sales Taxes screen. | No | |
Allows access to add new items to the Sales Taxes screen. | No | |
Allows access to modify existing items on the Sales Taxes screen. | No | |
Allows access to remove existing items from the Sales Taxes screen. | No | |
Allows full access to the Standard Account Mappings screen. | Yes | |
Allows access to only view the Standard Account Mappings screen. | Yes | |
Allows access to edit items on the Standard Account Mappings screen. | Yes | |
Allows full access to the Firm Account Groupings screen. | Yes | |
Allows access to only view the Firm Account Groupings screen. | Yes | |
Allows access to add new items to the Firm Account Groupings screen. | Yes | |
Allows access to modify existing items on the Firm Account Groupings screen. | Yes | |
Allows access to remove existing items from the Firm Account Groupings screen. | Yes | |
Allows full access to the Firm Tax Codes screen. | Yes | |
Allows access to only view the Firm Tax Codes screen. | Yes | |
Allows access to add new items to the Firm Tax Codes screen. | Yes | |
Allows access to modify existing items on the Firm Tax Codes screen. | Yes | |
Allows access to remove existing items from the Firm Tax codes screen. | Yes | |
Allows full access to the Tickmarks screen. | Yes | |
Allows access to only view the Tickmarks screen. | Yes | |
Allows access to add new items to the Tickmarks screen. | Yes | |
Allows access to modify existing items on the Tickmarks screen. | Yes | |
Allows access to remove existing items from the Tickmarks screen. | Yes | |
Allows full access to the Account Mask and Accounting Information tabs on the Clients screen. | Yes | |
Allows full access to the Account Mask tab on the Clients screen. | Yes | |
Allows access to only view the Account Mask tab on the Clients screen. | Yes | |
Allows access to make changes on the Account Mask tab on the Clients screen. | Yes | |
Allows full access to the Accounting Information tab on the Clients screen. | Yes | |
Allows access to only view the Accounting Information tab on the Clients screen. | Yes | |
Allows access to make changes on the Accounting Information tab on the Clients screen. | Yes | |
Allows full access to the Account Mask tab and the Accounting Information tab on the Client Templates screen. | Yes | |
Allows full access to the Account Mask tab on the Client Templates screen. | Yes | |
Allows access to only view the Account Mask tab on the Client Templates screen. | Yes | |
Allows access to make changes on the Account Mask tab on the Client Templates screen. | Yes | |
Allows full access to the Accounting Information tab on the Client Templates screen. | Yes | |
Allows access to only view the Accounting Information tab on the Client Templates screen. | Yes | |
Allows access to make changes on the Accounting Information tab on the Client Templates screen. | Yes | |
Allows full access to the Custom Fields screen for Vendors and Customers. | No | |
Allows full access to the Vendor Custom Fields screen. | No | |
Allows access to only view the Vendor Custom Fields screen. | No | |
Allows access to add new items to the Vendor Custom Fields screen. | No | |
Allows access to modify existing items on the Vendor Custom Fields screen. | No | |
Allows access to remove existing items from the Vendor Custom Fields screen. | No | |
Allows full access to the Customer Custom Fields screen. | No | |
Allows access to only view the Customer Custom Fields screen. | No | |
Allows access to add new items to the Customer Custom Fields screen. | No | |
Allows access to modify existing items on the Customer Custom Fields screen. | No | |
Allows access to remove existing items from the Customer Custom Fields screen. | No | |
Allows full access to the Account Segments screen. | Yes | |
Allows access to only view the Account Segments screen. | Yes | |
Allows access to add new items to the Account Segments screen. | Yes | |
Allows access to modify existing items on the Account Segments screen. | Yes | |
Allows access to remove existing items from the Account Segments screen. | Yes | |
Allows full access to the Account Groupings screen. | Yes | |
Allows access to only view the Account Groupings screen. | Yes | |
Allows access to add new items to the Account Groupings screen. | Yes | |
Allows access to modify existing items on the Account Groupings screen. | Yes | |
Allows access to remove existing items from the Account Groupings screen. | Yes | |
Allows full access to the Journals screen. | Yes | |
Allows access to only view the Journals screen. | Yes | |
Allows access to add new items to the Journals screen. | Yes | |
Allows access to modify existing items on the Journals screen. | Yes | |
Allows access to remove existing items from the Journals screen. | Yes | |
Allows full access to the Tax Codes screen. | Yes | |
Allows access to only view the Tax Codes screen. | Yes | |
Allows access to add new items to the Tax Codes screen. | Yes | |
Allows access to modify existing items on the Tax Codes screen. | Yes | |
Allows access to remove existing items from the Tax Codes screen. | Yes | |
Allows full access to the Bank Accounts screen. | No | |
Allows full access to the Main tab on the Bank Accounts screen. | No | |
Allows access to only view the Main tab on the Bank Accounts screen. | No | |
Allows access to add new items to the Bank Accounts screen. | No | |
Allows access to modify existing items on the Bank Accounts screen. | No | |
Allows access to remove existing items from the Bank Accounts screen. | No | |
Allows full access to the Layouts tab on the Bank Accounts screen. | No | |
Allows access to only view the Layouts tab on the Bank Accounts screen. | No | |
Allows access to modify the Layouts tab on the Bank Accounts screen. | No | |
Allows access to the MICR Format section on the Layouts tab in the Bank Accounts screen. | No | |
Allows full access to the Direct Deposit tab on the Bank Accounts screen. | No | |
Allows access to only view the Direct Deposit tab on the Bank Accounts screen. | No | |
Allows access to modify the Direct Deposit tab on the Bank Accounts screen. | No | |
No | ||
Allows access to only view the Client Direct Deposit tab on the Bank Accounts screen. | No | |
Allows access to modify the Client Direct Deposit tab on the Bank Accounts screen. | No | |
Allows full access to the Events tab on the Bank Accounts screen. | No | |
Allows full access to the Vendors screen. | No | |
Allows full access to the Main tab on the Vendors screen. | No | |
Allows access to only view the Main tab on the Vendors screen. | No | |
Allows access to add new items to the Vendors screen. | No | |
Allows access to modify existing items on the Vendors screen. | No | |
Allows access to remove existing items from the Vendors screen. | No | |
Allows full access to the Agent tab on the Vendors screen. | No | |
Allows access to only view the Agent tab on the Vendors screen. | No | |
Allows access to modify the Agent tab on the Vendors screen. | No | |
Allows full access to the 1099 Properties tab on the Vendors screen. | No | |
Allows access to only view the 1099 Properties tab on the Vendors screen. | No | |
Allows access to modify the 1099 Properties tab on the Vendors screen. | No | |
Allows full access to the Distributions tab on the Vendors screen. | No | |
Allows access to only view the Distributions tab on the Vendors screen. | No | |
Allows access to modify the Distributions tab on the Vendors screen. | No | |
Allows full access to the Direct Deposit tab on the Vendors screen. | No | |
Allows access to only view the Direct Deposit tab on the Vendors screen. | No | |
Allows access to modify the Direct Deposit tab on the Vendors screen. | No | |
Allows access to the Register tab on the Vendors screen. | No | |
Allows full access to the Custom Fields tab on the Vendors screen. | No | |
Allows access to only view the Custom Fields tab on the Vendors screen. | No | |
Allows access to modify the Custom Fields tab on the Vendors screen. | No |