Security settings available on the Payroll > 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
Payroll 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 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.

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?
Payroll Actions Menu	Enables full access to the payroll options in the Actions menu.	No
Payroll Actions Menu Enter Batch Payroll Checks	Allows full access to the Enter Batch Payroll Checks screen.	No
Payroll Actions Menu Enter Batch Payroll Checks View	Allows access to only view the Enter Batch Payroll Checks screen.	No
Payroll Actions Menu Enter Batch Payroll Checks On Demand schedule	Displays the On Demand payroll schedule in the Payroll schedule dropdown menu.	No
Payroll Actions Menu Enter Batch Payroll Checks Preview Payroll	Displays the Preview Payroll button on the Enter Batch Payroll Checks screen.	No
Payroll Actions Menu Enter Batch Payroll Checks Enter Batch	Displays the Enter Batch button on the Enter Batch Payroll Checks screen.	No
Payroll Actions Menu Enter Batch Payroll Checks Delete	N/A	No
Payroll Actions Menu Enter Batch Payroll Checks Reprocess Last Payroll	Displays the Reprocess last payroll link on the Enter Batch Payroll Checks screen.	No
Payroll Actions Menu Enter Batch Payroll Checks Enter Handwritten Payroll Check	Displays the Enter Handwritten Check option in the Edit menu on the Enter Batch Payroll Checks screen.	No
Payroll Actions Menu Enter Batch Handwritten Payroll Check	Allows full access to the Enter Batch Handwritten Payroll Checks screen.	No
Payroll Actions Menu Enter Batch Handwritten Payroll Check View	Allows access to only view the Enter Batch Handwritten Payroll Checks screen.	No
Payroll Actions Menu Enter Batch Handwritten Payroll Check Preview Payroll	Displays the Preview Payroll button on the Enter Batch Handwritten Payroll Checks screen.	No
Payroll Actions Menu Enter Batch Handwritten Payroll Check Enter Batch	Displays the Enter Batch button on the Enter Batch Handwritten Payroll Checks screen.	No
Payroll Actions Menu Enter Batch Handwritten Payroll Check Delete	N/A	No
Payroll Actions Menu Add Fee	Displays the Add Fee option in the Actions menu.	No
Payroll Actions Menu Process Direct Deposit	Allows full access to the Process Direct Deposit screen.	No
Payroll Actions Menu Process Direct Deposit View	Allows access to only view the Process Direct Deposit screen.	No
Payroll Actions Menu Process Direct Deposit Prenoting	Allows full access to the Prenoting window on the Process Direct Deposit screen.	No
Payroll Actions Menu Process Direct Deposit Prenoting View	Allows access to only view the Prenoting window on the Process Direct Deposit screen.	No
Payroll Actions Menu Process Direct Deposit Prenoting Create Prenotes	Displays the Create Prenotes option in the Action field on the Prenoting window.	No
Payroll Actions Menu Process Direct Deposit Prenoting Change To Approved	Displays the Change to Approved option in the Action field on the Prenoting window.	No
Payroll Actions Menu Process Direct Deposit Prenoting Change To Prenote	Displays the Change to Prenote option in the Action field on the Prenoting window.	No
Payroll Actions Menu Process Direct Deposit Prenoting Change To Needs Authorization	Displays the Change to Needs Authorization option in the Action field on the Prenoting screen.	No
Payroll Actions Menu Process Direct Deposit Prenoting Change To Suspend	Displays the Change to Suspend option in the Action field on the Prenoting window.	No
Payroll Actions Menu Process Direct Deposit Funding	Displays and allows full access to the Funding button on the Process Direct Deposit screen.	No
Payroll Actions Menu Process Direct Deposit Manage Files	Displays and allows full access to the Manage Files button on the Process Direct Deposit screen.	No
Payroll Actions Menu Process Direct Deposit Transmission Information	Displays and allows full access to the Transmission Information button on the Process Direct Deposit screen.	No
Payroll Actions Menu Process Direct Deposit Create Files	Displays the Create Files button on the Process Direct Deposit screen.	No
Payroll Actions Menu Process Direct Deposit Preview Selected	Displays the Preview Selected button on the Process Direct Deposit screen.	No
Payroll Actions Menu Reconcile Bank Accounts	Allows full access to the Reconcile Bank Accounts screen.	No
Payroll Actions Menu Reconcile Bank Accounts View	Allows access to only view the Reconcile Bank Accounts screen.	No
Payroll Actions Menu Reconcile Bank Accounts Create Adjusting Entry	N/A	No
Payroll Actions Menu Reconcile Bank Accounts Unfinalize Bank Reconciliation	Displays the Unfinalize Bank Reconciliation option in the Edit menu on the Reconcile Bank Accounts screen.	No
Payroll Actions Menu Allocate Tips	Displays and allows full access to the Allocate Tips screen.	No
Payroll Actions Menu Reconcile Impound Bank Accounts	Allows full access to the Reconcile Impound Bank Accounts screen.	No
Payroll Actions Menu Reconcile Impound Bank Accounts View	Allows access to only view the Reconcile Impound Bank Accounts screen.	No
Payroll Actions Menu Reconcile Impound Bank Accounts Create Adjusting Entry	N/A	No
Payroll Actions Menu Reconcile Impound Bank Accounts Unfinalize Bank Reconciliation	Displays the Unfinalize Bank Reconciliation option in the Edit menu on the Reconcile Impound Bank Accounts screen.	No
Payroll Actions Menu Process EFTPS	Allows full access to the Process EFTPS screen.	No
Payroll Actions Menu Process EFTPS View	Allows access to only view the Process EFTPS screen.	No
Payroll Actions Menu Process EFTPS Manage Files	Displays the Manage Files button on the Process EFTPS screen.	No
Payroll Actions Menu Process EFTPS Setup	Displays the Setup button on the Process EFTPS screen.	No
Payroll Actions Menu Process EFTPS Create Files	Displays the Create Files button on the Process EFTPS screen.	No
Payroll Actions Menu Process Positive Pay	Displays the Process Positive Pay option in the Actions window.	No
Payroll Actions Menu Process Positive Pay Impound Bank Accounts	Allows full access to the Process Positive Pay Impound Bank Accounts screen.	No
Payroll Actions Menu Process Positive Pay Impound Bank Accounts View	Allows access to only view the Process Positive Pay Impound Bank Accounts screen.	No
Payroll Actions Menu Process Positive Pay Impound Bank Accounts Manage Files	Displays the Manage Files button on the Process Positive Pay Impound Bank Accounts screen.	No
Payroll Actions Menu Process Positive Pay Impound Bank Accounts Create Files	Displays the Create Files button on the Process Positive Pay Impound Bank Accounts screen.	No
Payroll Actions Menu Process Payroll Tax Forms	Allows full access to the Process Payroll Tax Forms screen.	No
Payroll Actions Menu Process Electronic Forms	Allows full access to the Process Electronic Forms screen.	No
Payroll Actions Menu Process Electronic Forms View	Allows access to only view the Process Electronic Forms screen.	No
Payroll Actions Menu Process Electronic Forms Manage Electronic Forms	Displays the Manage Electronic Forms button on the Process Electronic Forms screen.	No
Payroll Actions Menu Process Electronic Forms Form 8879-EMP	N/A	No
Payroll Actions Menu Process Electronic Forms Transmit Forms	Displays the Transmit Forms button on the Process Electronic Forms screen.	No
Payroll Actions Menu Process Electronic Forms Transmission Information	Displays the Transmission Information button on the Process Electronic Forms screen.	No
Payroll Actions Menu Process Internet/Magnetic Files	Allows full access to the Process Internet/Magnetic Files screen.	No
Payroll Actions Menu Process Internet/Magnetic Files View	Allows access to only view the Process Internet/Magnetic Files screen.	No
Payroll Actions Menu Process Internet/Magnetic Files Manage Files	Displays the Manage Files button on the Process Internet/Magnetic Files screen.	No
Payroll Actions Menu Process Internet/Magnetic Files Create Files	Displays the Create Files button on the Process Internet/Magnetic Files screen.	No
Payroll Actions Menu Process Internet/Magnetic Files Transmitter Information	Displays the Transmitter Information button on the Process Internet/Magnetic Files screen.	No
Payroll Actions Menu Process Workers' Compensation Files	Displays the Process Workers' Compensation Files option in the Actions menu.	No
Payroll Actions Menu Process Workers' Compensation Files InsurePay	Allows full access to the Process InsurePay Files screen.	No
Payroll Actions Menu Process Workers' Compensation Files InsurePay Payroll tab	Allows access to the Payroll tab on the Process InsurePay Files screen.	No
Payroll Actions Menu Process Workers' Compensation Files InsurePay Setup tab	Allows access to the Setup tab on the Process InsurePay Files screen.	No
Payroll Actions Menu Process Workers' Compensation Files XactPay	Allows full access to the Process XactPAY Files screen.	No
Payroll Actions Menu Process Workers' Compensation Files XactPay Payroll tab	Allows access to the Payroll tab on the Process XactPAY Files screen.	No
Payroll Actions Menu Process Workers' Compensation Files XactPay Setup tab	Allows access to the Setup tab on the Process XactPAY Files screen.	No
Payroll Actions Menu Process New Hires	Displays the Process New Hires option in the Actions menu.	No
Payroll Actions Menu Process New Hires Employees	Allows full access to the Process New Hires screen.	No
Payroll Actions Menu Process New Hires California Independent Contractors	Allows full access to the Process New Hire California Independent Contractors	No
Payroll Actions Menu Verify SSN/TIN	Allows full access to the Verify SSN/TIN screen.	No
Payroll Actions Menu Verify SSN/TIN Manage Files	Displays the Manage Files button on the Verify SSN/TIN screen.	No
Payroll Actions Menu Verify SSN/TIN Create Files	Displays the Create Files button on the Verify SSN/TIN screen.	No
Payroll Actions Menu Verify SSN/TIN SSN tab	Allows access to the SSN tab on the Verify SSN/TIN screen.	No
Payroll Actions Menu Verify SSN/TIN TIN tab	Allows access to the TIN tab on the Verify SSN/TIN screen.	No
Payroll Actions Menu Verify W-2s	Allows full access to the Verify W-2s screen.	No
Payroll Actions Menu Verify W-2s View	Allows access to only view the Verify W-2s screen.	No
Payroll Actions Menu Verify W-2s Unverify selected	Displays the Unverify Selected button on the Verify W-2s screen.	No
Payroll Actions Menu Verify W-2s Verify selected	Displays the Verify Selected button on the Verify W-2s screen.	No
Payroll Actions Menu Enroll	Displays all of the option in the Actions Enroll menu.	No
Payroll Actions Menu Enroll EFTPS	Allows full access to the Enroll EFTPS screen.	No
Payroll Actions Menu Enroll EFTPS View	Allows access to only view the Enroll EFTPS screen.	No
Payroll Actions Menu Enroll EFTPS Setup	Displays the Setup button on the Enroll EFTPS screen.	No
Payroll Actions Menu Enroll EFTPS Create Files	Displays the Create Files button on the Enroll EFTPS screen.	No
Payroll Actions Menu Enroll 94X Client PIN	Allows full access to the 94X Client PIN screen.	No
Payroll Actions Menu Enroll Arizona Electronic Filing	Allows full access to the AZ e-Enrollment screen.	No
Payroll Actions Menu Enroll Florida Electronic Filing	Allows full access to the FL e-Enrollment screen.	No
Payroll Actions Menu Enroll Michigan Electronic Filing	Allows full access to the MI e-Enrollment screen.	No
Payroll Actions Menu Enroll Reporting Agent Authorization	Allows full access to the Reporting Agent Authorization screen.	No
Payroll Actions Menu Edit Payroll Tax Forms	Allows full access to the Edit Payroll Tax Forms screen.	No
Payroll Actions Menu Manage Payroll Liabilities	Allows full access to the Manage Payroll Liabilities screen.	No
Payroll Actions Menu Manage Payroll Liabilities View	Allows access to only view the Manage Payroll Liabilities screen.	No
Payroll Actions Menu Manage Payroll Liabilities Add Liability	Displays the Add Liability button on the Manage Payroll Liabilities screen.	No
Payroll Actions Menu Manage Payroll Liabilities Delete Selected Liabilities	Displays the Delete Selected button on the Manage Payroll Liabilities screen.	No
Payroll Actions Menu Manage Impound Payments	Allows full access to the Manage Impound Payments screen.	No

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Security settings available on the Payroll > Actions menu of the Security Groups screen

This article applies to: