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Security settings available on the Accounts Payable tab of the Security Groups screen
The following table lists all of the security settings available in the application at .
Setup
Firm Information
Security Group
Accounts Payable tab
- 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? |
|---|---|---|
Accounts Payable | Allows access to all options below it in the hierarchy on this tab. | No |
Accounts Payable File Menu | Enables the Accounts Payable options in the File menu on the menu bar. | No |
Accounts Payable File Menu Import | Enables the Accounts Payable options in the File Import menu. | No |
Accounts Payable File Menu Import Spreadsheet | Allows full access to the Spreadsheet Import wizard for the Accounts Payable data types. | No |
Accounts Payable File Menu Import Spreadsheet Vendors | Allows spreadsheet imports for the Vendors data type. | No |
Accounts Payable File Menu Import Spreadsheet Accounts Payable Transactions | Allows spreadsheet imports for the Accounts Payable Transactions data type. | No |
Accounts Payable File Menu Print Checks | Allows access to the Print Checks screen. | No |
Accounts Payable File Menu Print Checks Accounts Payable tab. | Allows access to the Accounts Payable tab on the Print Checks screen. | No |
Accounts Payable Actions Menu | Displays and allows full access to the Accounts Payable items in the Actions Menu. | No |
Accounts Payable Actions Menu Enter Transactions | Allows full access to the AP Check and AP Payment type transactions on the Enter Transactions screen. | No |
Accounts Payable Actions Menu Enter Transactions AP Checks | Allows full access to the AP Check type transaction on the Enter Transactions screen. | No |
Accounts Payable Actions Menu Enter Transactions AP Checks View | Allows access to only view the AP Check type transactions on the Enter Transactions screen. | No |
Accounts Payable Actions Menu Enter Transactions AP Checks Add | Allows access to add new AP Check type transactions on the Enter Transactions screen. | No |
Accounts Payable Actions Menu Enter Transactions AP Checks Edit | Allows access to modify existing AP Checks on the Enter Transactions screen. | No |
Accounts Payable Actions Menu Enter Transactions AP Checks Delete | Allows access to remove existing AP Checks from the Enter Transactions screen, regardless of the status. | No |
Accounts Payable Actions Menu Enter Transactions AP Checks Delete Unprinted | Allows access to remove existing AP Checks with an "Unprinted" status from the Enter Transactions screen. | No |
Accounts Payable Actions Menu Enter Transactions ≫ AP Checks Delete Printed | Allows access to remove existing AP Checks with a "Printed" status from the Enter Transactions screen. | No |
Accounts Payable Actions Menu Enter Transactions AP Checks Delete Handwritten | Allows access to remove existing AP Checks with a "Handwritten" status from the Enter Transactions screen. | No |
Accounts Payable Actions Menu Enter Transactions AP Checks Delete Voided | Allows access to remove existing AP Checks with a "Voided" status from the Enter Transactions screen. | No |
Accounts Payable Actions Menu Enter Transactions AP Checks Void | Allows access to void existing AP Checks on the Enter Transactions screen. | No |
Accounts Payable Actions Menu Enter Transactions AP Checks Reverse | Allows access to reverse existing AP Checks on the Enter Transactions screen. | No |
Accounts Payable Actions Menu Enter Transactions AP Payments | Allows full access to the AP Payment type transaction on the Enter Transactions screen. | No |
Accounts Payable Actions Menu Enter Transactions AP Payments View | Allows access to only view AP Payment transactions on the Enter Transactions screen. | No |
Accounts Payable Actions Menu Enter Transactions AP Payments Add | Allows access to add new AP Payments on the Enter Transactions screen. | No |
Accounts Payable Actions Menu Enter Transactions AP Payments Edit | Allows access to modify existing AP Payments on the Enter Transactions screen. | No |
Accounts Payable Actions Menu Enter Transactions AP Payments Delete | Allows access to remove existing AP Payments from the Enter Transactions screen. | No |
Accounts Payable Actions Menu Enter Transactions AP Payments Void | Allows access to void existing AP Payments on the Enter Transactions screen. | No |
Accounts Payable Actions Menu Enter Transactions AP Payments Reverse | Allows access to reverse existing AP Payments on the Enter Transactions screen. | No |
Accounts Payable Actions Menu Enter Payables | Allows full access to the Enter Payables screen. | No |
Accounts Payable Actions Menu Enter Payables Payable | Allows access to enter payable type transactions on the Enter Payables screen. | No |
Accounts Payable Actions Menu Enter Payables Credit Memo | Allows access to enter credit memo type transactions on the Enter Payables screen. | No |
Accounts Payable Actions Menu Manage Payments | Allows full access to the Manage Payments screen. | No |
Accounts Payable Actions Menu Change AP Date | Allows access to change the AP date using the Actions Change AP Date dialog. | No |
Accounts Payable Setup Menu | Displays and allows full access to all of the Accounts Payable items in the Setup Menu. | No |
Accounts Payable Setup Menu Firm Information | Displays and allows full access to all of the Accounts Payable items in the Firm Information sub-menu. | No |
Accounts Payable Setup Menu Firm Information Payment Terms | Allows full access to the Payment Terms screen. | No |
Accounts Payable Setup Menu Firm Information Payment Terms View | Allows access to only view the Payment Terms screen. | No |
Accounts Payable Setup Menu Firm Information Payment Terms Add | Allows access to add new items to the Payment Terms screen. | No |
Accounts Payable Setup Menu Firm Information Payment Terms Edit | Allows access to modify existing items on the Payment Terms screen. | No |
Accounts Payable Setup Menu Firm Information Payment Terms Delete | Allows access to remove existing items from the Payment Terms screen. | No |
Accounts Payable Setup Menu Clients | Allows full access to the Accounts Payable items on the Clients screen. | No |
Accounts Payable Setup Menu Clients Accounts Payable tab | Allows full access to the Accounts Payable tab on the Clients screen. | No |
Accounts Payable Setup Menu Clients Accounts Payable tab View | Allows access to only view the Accounts Payable tab on the Clients screen. | No |
Accounts Payable Setup Menu Clients Accounts Payable tab Edit | Allows access to make changes on the Accounts Payable tab on the Clients screen. | No |
Accounts Payable Setup Menu Client Templates | Allows full access to the Accounts Payable items on the Client Templates screen. | No |
Accounts Payable Setup Menu Client Templates Accounts Payable tab | Allows full access to the Accounts Payable tab on the Client Templates screen. | No |
Accounts Payable Setup Menu Client Templates Accounts Payable tab View | Allows access to only view the Accounts Payable tab on the Client Templates screen. | No |
Accounts Payable Setup Menu Client Templates Accounts Payable tab Edit | Allows access to make changes on the Accounts Payable tab on the Client Templates screen. | No |
Accounts Payable Setup Menu Custom Fields | Allows access to the Accounts Payable related items on the Custom Fields screen. | No |
Accounts Payable Setup Menu Custom Fields Vendors | Allows full access to the Vendor Custom Fields screen. | No |
Accounts Payable Setup Menu Custom Fields Vendors View | Allows access to only view the Vendor Custom Fields screen. | No |
Accounts Payable Setup Menu Custom Fields Vendors Add | Allows access to add new items to the Vendor Custom Fields screen. | No |
Accounts Payable Setup Menu Custom Fields Vendors Edit | Allows access to modify existing items on the Vendor Custom Fields screen. | No |
Accounts Payable Setup Menu Custom Fields Vendors Delete | Allows access to remove existing items from the Vendor Custom Fields screen. | No |
Accounts Payable Setup Menu Payable Templates | Allows full access to the Payable Templates screen. | No |
Accounts Payable Setup Menu Payable Templates Payable | Allows full access to the Payable Templates screen for the Payable transaction type. | No |
Accounts Payable Setup Menu Payable Templates Credit Memo | Allows full access to the Payable Templates screen for the Credit Memo transaction type. | No |
Accounts Payable Setup Menu Vendors | Allows full access to the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Main tab | Allows full access to the Main tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Main tab View | Allows access to only view the Main tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Main tab Add | Allows access to add new items to the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Main tab Edit | Allows access to modify existing items on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Main tab Delete | Allows access to remove existing items from the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Accounts Payable tab | Allows full access to the Accounts Payable tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Accounts Payable tab View | Allows access to only view the Accounts Payable tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Accounts Payable tab Edit | Allows access to modify the Accounts Payable tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Agent tab | Allows full access to the Agent tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Agent tab View | Allows access to only view the Agent tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Agent tab Edit | Allows access to modify the Agent tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors 1099 Properties tab | Allows full access to the 1099 Properties tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors 1099 Properties tab View | Allows access to only view the 1099 Properties tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors 1099 Properties tab Edit | Allows access to modify the 1099 Properties tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Distributions tab | Allows full access to the Distributions tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Distributions tab View | Allows access to only view the Distributions tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Distributions tab Edit | Allows access to modify the Distributions tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Direct Deposit tab | Allows full access to modify the Direct Deposit tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Direct Deposit tab View | Allows access to only view the Direct Deposit tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Direct Deposit tab Edit | Allows access to modify the Direct Deposit tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Register tab | Allows full access to the Register tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Custom Fields tab | Allows full access to the Custom Fields tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Custom Fields tab View | Allows access to only view the Custom Fields tab on the Vendors screen. | No |
Accounts Payable Setup Menu Vendors Custom Fields tab Edit | Allows access to modify the Custom Fields tab on the Vendors screen. | No |
This article applies to:
- PRODUCT: Workpapers CS
- Subject: Clients,Setup