Security settings available on the General tab then 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
General 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 are not 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.

The Reports
tab on the

Security Groups

screen 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 the Staff Access
tab on the

Clients

screen.

Not all security features below are available for Client Staff using Accounting CS Client Access.

Security option	Program area	Available for Workpapers CS?
General Actions Menu	Enables full access to all options in the Actions menu.	Yes
General Actions Menu Enter Transactions	Allows full access to the Enter Transactions screen.	Yes
General Actions Menu Enter Transactions Checks	Allows full access to the check transaction type on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Checks View	Allows access to view checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Checks Add	Allows access to input checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Checks Edit	Allows access to edit existing checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Checks Delete	Allows access to delete existing checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Checks Delete Unprinted	Allows access to delete unprinted checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Checks Delete Printed	Allows access to delete printed checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Checks Delete Handwritten	Allows access to delete handwritten checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Checks Delete Voided	Allows access to delete voided checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Checks Void	Allows access to void checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Checks Reverse	Allows access to reverse checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AP Checks	Allows full access to the AP Check transaction type on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AP Checks View	Allows access to view AP Checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AP Checks Add	Allows access to enter AP Checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AP Checks Edit	Allows access to edit existing AP Checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AP Checks Delete	Allows access to delete existing AP Checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AP Checks Delete Unprinted	Allows access to delete unprinted AP Checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AP Checks Delete Printed	Allows access to delete printed AP Checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AP Checks Delete Handwritten	Allows access to delete handwritten AP Checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AP Checks Delete Voided	Allows access to delete voided AP Checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AP Checks Void	Allows access to void AP Checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AP Checks Reverse	Allows access to reverse AP Checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Deposits	Allows full access to Deposit type transactions on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Deposits View	Allows access to view deposit type transactions on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Deposits Add	Allows access to add new deposit type transactions on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Deposits Edit	Allows access to edit existing deposit type transactions on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Deposits Delete	Allows access to delete existing deposit type transactions on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AR Deposits	Allows full access to the AR Deposit type transaction on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AR Deposits View	Allows access to view AR Deposits on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AR Deposits Edit	Allows access to modify existing AR Deposits on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AR Deposits Delete	Allows access to delete AR Deposits on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payments	Allows full access to the Payment type transaction on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payments View	Allows access to view payment type transactions on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payments Add	Allows access to add new payment type transactions on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payments Edit	Allows access to modify existing payment type transactions on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payments Delete	Allows access to delete existing payment type transactions on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payments Void	Allows access to void existing payment type transactions on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payments Reverse	Allows access to reverse existing payment type transactions on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AP Payments	Allows full access to the AP Payment type transaction on Enter Transactions.	No
General Actions Menu Enter Transactions AP Payments View	Allows access to view AP payment type transactions on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AP Payments Add	Allows access to add new AP Payments on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AP Payments Edit	Allows access to modify existing AP Payments on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AP Payments Delete	Allows access to delete existing AP Payments on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AP Payments Void	Allows access to void existing AP Payments on the Enter Transactions screen.	No
General Actions Menu Enter Transactions AP Payments Reverse	Allows access to reverse existing AP Payments on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payroll Checks	Allows full access to the payroll check type transaction on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payroll Checks View	Allows access to view payroll checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payroll Checks Add	Allows access to add new payroll checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payroll Checks Edit	Allows access to modify existing payroll checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payroll Checks Delete	Allows access to delete existing payroll check type transactions on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payroll Checks Delete Unprinted	Allows access to delete unprinted payroll checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payroll Checks Delete Printed	Allows access to delete printed payroll checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payroll Checks Delete Handwritten	Allows access to delete handwritten payroll checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payroll Checks Delete Voided	Allows access to delete voided payroll checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payroll Checks Void	Allows access to void payroll checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payroll Checks Reverse	Allows access to reverse payroll checks on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payroll Checks Adjust Taxable Wages	Allows access to the Edit > Adjust Taxable Wages dialog for a payroll check on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payroll Checks Print Payroll Check Stubs	Allows access to the File > Print Payroll Check Stubs dialog from the Enter Transactions screen.	No
General Actions Menu Enter Transactions Payroll Checks Reprint	Allows access to the File > Reprint Payroll Checks dialog on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Journal Entries	Allows full access to the Journal Entry type transaction on the Enter Transactions screen.	Yes
General Actions Menu Enter Transactions Journal Entries View	Allows access to view journal entry type transactions on the Enter Transactions screen.	Yes
General Actions Menu Enter Transactions Journal Entries Add	Allows access to add new journal entry type transactions to the Enter Transactions screen.	Yes
General Actions Menu Enter Transactions Journal Entries Edit	Allows access to modify existing journal entry type transactions on the Enter Transactions screen.	Yes
General Actions Menu Enter Transactions Journal Entries Delete	Allows access to delete existing journal entry type transactions on the Enter Transactions screen.	Yes
General Actions Menu Enter Transactions Journal Entries Recalculate Automatic Journal Entries	Allows access to the Edit > Recalculate Automatic Journal Entries option on the Enter Transactions screen.	Yes
General Actions Menu Enter Transactions Check Summary Memos	Allows full access to the Check Summary Memo transaction type on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Check Summary Memos View	Allows access to view Check Summary Memos on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Check Summary Memos Add	Allows access to add new Check Summary Memos on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Check Summary Memos Edit	Allows access to edit existing Check Summary Memos on the Enter Transactions screen.	No
General Actions Menu Enter Transactions Check Summary Memos Delete	Allows access to delete existing Check Summary Memos on the Enter Transactions screen.	No
General Actions Menu Enter Transactions View Bank Account Balances	Allows access to view bank account balances on the Enter Transactions screen, located on the status bar and in the Balance column in Bank Account mode.	No
General Actions Menu Enter Transactions Edit Multiple Transactions	Displays the Edit Multiple Transactions link on the Enter Transactions screen.	Yes
General Actions Menu Enter Transactions Generate Liabilities for HW PR Checks	Displays the Generate Liabilities for Handwritten Payroll Checks link on the Enter Transactions screen.	No
General Actions Menu Analyze Client Activity	Allows full access to the Analyze Client Activity feature.	Yes
General Actions Menu Analyze Client Activity Trial Balance	Allows access to the Trial Balance view of Analyze Client Activity.	Yes
General Actions Menu Analyze Client Activity General Ledger	Allows access to the General Ledger view of Analyze Client Activity.	Yes
General Actions Menu Analyze Client Activity Financial Statement Worksheet	Allows access to the Financial Statement Worksheet view of Analyze Client Activity.	Yes
General Actions Menu Analyze Client Activity Employee Earnings	Allows access to the Employee Earnings view of Analyze Client Activity.	No
General Actions Menu Analyze Client Activity Payroll Tax Form	Allows access to the Payroll Tax Form view of Analyze Client Activity.	No
General Actions Menu Manage NetClient CS	Allows full access to the Manage NetClient CS screen.	No

This article applies to:

PRODUCT: Accounting CS
Subject: Clients,Setup

Solutions

Law firms

Tax, audit & accounting firms

Corporations

Governments

Success stories

Products

Legal

Trade & supply

Tax, audit & accounting

Risk & fraud

Books

Recommended products

Purchase

Buy solutions

Buy books

Contact sales

Questions? We are here to help.

Resources

Insights

Events

Product training

Product communities

Developers

Highlights

Help with account management

Help & support hub

Contact us

Security settings available on the General tab then Actions menu of the Security Groups screen

This article applies to: