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This article applies to:

  • Product: Accounting CS Client Access

Set access privileges for client staff to bank accounts

As part of bank account security, you can grant client staff access to selected bank accounts and exclude access to others.
note
Restricting access to a bank account doesn't automatically restrict access to General Ledger-related commands and reports. Menu commands such as
Actions
View Account Activity
 and
Actions
Analyze Client Activity
, along with reports such as the General Ledger, Journals, Deposit List, Payment List, and Transaction List can be restricted separately via the client staff security settings in the application.
  1. Select
    Setup
    Bank Accounts
    Client Staff Access tab
    .
  2. Choose a bank account from the Bank Accounts list frame and select
    Add
    ,
    Edit
    , or
    Delete
    .
  3. Select
    All staff
     or
    Selected staff
     to enable or disable staff access to the selected bank account.
note
  • Bank accounts that aren't selected for specified staff can't be viewed in the application, including in dropdown and in filtering fields.
  • The
    Client Staff Access
     tab is available only when firm security is enabled for your firm's database and Client Access services are enabled for the current client.
  • A client staff member who's been granted access to bank accounts can only perform those tasks that have been assigned to the group in which they belong. These group assignments are defined in the
    Security
     tab of the
    Client Staff
     screen.