Turn on the Accounts Payable service for client staff
Virtual Office CS only
If your client will use the application to process accounts payable in their own office, you need to turn on Accounting CS Client Access service and select a service that includes Accounts Payable.
note
The Accounting CS Client Access service is available only to clients of accounting firms that run Accounting CS in the Virtual Office CS or the Software as a Service (Software as a Service) environment.
- Turn on Client Access service for a client
- Go to theAdd ClientorAdd/Remove Serviceswindow.
- Mark theEnable Client Accesscheckbox in the Client Access Services section.
- Choose the Client Access services for the client.
- Enable security points for client security groups and select groups for the client doing Accounts Payable processing
- SelectSetup, thenClients.
- Select the client thenEdit.
- On theMaintab, select the ellipsis button in the Services section.
- In theAdd/Remove Serviceswindow, mark theEnable Client Accesscheckbox.
- Choose eitherClient AccountingorFull Service Bundle.
- SelectOKto save.
- SelectEnteron theClientsscreen to save the client record with the Accounts Payable service.noteTheClientsscreen should now include theAccounts Payabletab.
- Select theAccounts Payabletab and specify Accounts Payable options for the client.
- SelectEnterto save the client record.
- SelectSetup,Firm Information, thenClient Security Groups.
- Select the client security group for which you want to enable access to the accounts payable features, thenEdit.noteYou can alsoAdda new security group.
- On theAccounts Payabletab, mark the checkbox for each accounts payable feature for this client security group, then selectEnter.
- Repeat the previous 2 steps for each client security group you want to grant access for.
- SelectSetup,Firm Information, thenClient Staff.
- Select a client staff member, thenEdit.
- On theSecuritytab in theMember of groupslist, mark the checkbox for client security groups with AP access.
- SelectEnterto save.
