This article applies to:

Product: Accounting CS
Subject: Clients,Setup

Security settings available on the Payroll > File 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
File 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	Allows full access to all options on this tab.	No
Payroll File Menu	Enables the payroll options in the File menu on the menu bar.	No
Payroll File Menu Import	Displays all of the payroll options in the File Import menu.	No
Payroll File Menu Import Spreadsheet	Allows access to the Spreadsheet Import wizard for payroll data types.	No
Payroll File Menu Import Spreadsheet Employees	Allows spreadsheet imports for the Employees data type.	No
Payroll File Menu Import Spreadsheet Vendors	Allows spreadsheet imports for the Vendors data type.	No
Payroll File Menu Import Spreadsheet 1095-C	Allows spreadsheet imports for the 1095-C data type.	No
Payroll File Menu Export	Displays all payroll options in the File Export menu.	No
Payroll File Menu Export 1095-C Data	Allows access to the export 109-C data wizard.	No
Payroll File Menu Print Checks	Allows full access to the payroll options on the Print Checks screen.	No
Payroll File Menu Print Checks Payroll tab	Allows access to the Payroll tab on the Print Checks screen.	No
Payroll File Menu Print Checks Vendor/Payee tab	Allows access to the Vendor/Payee tab on the Print Checks screen.	No
Payroll File Menu Print Checks Payroll Liabilities tab	Allows access to the Payroll Liabilities tab on the Print Checks screen.	No
Payroll File Menu Print Checks Print Payment Forms	N/A	No
Payroll File Menu Print Billing Invoices	Allows full access to the Print Billing Invoices screen.	No
Payroll File Menu Print Billing Invoices Unprinted tab	Allows full access to the Unprinted tab on the Print Billing Invoices screen.	No
Payroll File Menu Print Billing Invoices Finalized tab	Allows full access to the Finalized tab on the Print Billing Invoices screen.	No
Payroll File Menu Print Billing Invoices Revert Finalized Invoices	Displays the Revert button on the Finalized tab on the Print Billing Invoices screen.	No

Justly Prudent achieves 5 times the ROI with CoCounsel

AI that delivers

Speed meets confidence

Streamlined matter management

Compliance without complexity

CoCounsel Legal

CoCounsel Tax

Global Classification AI

CLEAR Investigate

Tax Quickfinder

Small firms

CoCounsel Legal

Contact sales

CoCounsel Tax

Contact sales

ProView

Chosen by changemakers

Legal enhancements

This article applies to:

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