Security settings available on the Accounts Receivable tab of the Security Groups screen

The following table lists all of the security settings available in the application at

Setup
Firm Information
Security Group
Accounts Receivable tab

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?
Accounts Receivable	Allows access to all options below it in the hierarchy on this tab.	No
Accounts Receivable File Menu	Enables the Accounts Receivable related items in the File menu.	No
Accounts Receivable File Menu Print Accounts Receivable Forms	Allows full access to the Print Accounts Receivable Forms screen.	No
Accounts Receivable File Menu Import	Enables the Accounts Receivable related items in the File Import menu.	No
Accounts Receivable File Menu Import Spreadsheet	Enables the Import Spreadsheet Wizard for Accounts Receivable related data types.	No
Accounts Receivable File Menu Import Spreadsheet Customers	Allows spreadsheet imports for the Customers data type.	No
Accounts Receivable File Menu Import Spreadsheet Invoice Items	Allows spreadsheet imports for the Invoice Items data type.	No
Accounts Receivable File Menu Import Spreadsheet Accounts Receivable Transactions	Allows spreadsheet imports for the Accounts Receivable Transactions data type.	No
Accounts Receivable Actions Menu	Enables the Accounts Receivable related options in the Actions menu.	No
Accounts Receivable Actions Menu Enter Transactions	Allows full access to the Enter Transactions screen for Accounts Receivable related transaction types.	No
Accounts Receivable Actions Menu Enter Transactions AR Deposits	Allows full access to the AR Deposit transaction type on the Enter Transactions screen.	No
Accounts Receivable Actions Menu Enter Transactions AR Deposits View	Allows access to only view AR Deposit type transactions on the Enter Transactions screen.	No
Accounts Receivable Actions Menu Enter Transactions AR Deposits Edit	Allows access to modify existing AR Deposit transactions on the Enter Transactions screen.	No
Accounts Receivable Actions Menu Enter Transactions AR Deposits Delete	Allows access to remove existing AR Deposits from the Enter Transactions screen.	No
Accounts Receivable Actions Menu Enter Invoices	Allows full access to the Enter Invoices screen.	No
Accounts Receivable Actions Menu Manage Customer Payments	Allows full access to the Manage Customer Payments screen.	No
Accounts Receivable Actions Menu Apply Customer Payments	Allows full access to the Apply Customer Payments screen.	No
Accounts Receivable Actions Menu Assess Finance Charges	Allows full access to the Assess Finance Charges screen.	No
Accounts Receivable Actions Menu Enter Deposits	Allows full access to the Enter Deposits screen.	No
Accounts Receivable Actions Menu Enter Deposits View	Allows access to only view the Enter Deposits screen.	No
Accounts Receivable Actions Menu Enter Deposits Add	Allows access to add new items to the Enter Deposits screen.	No
Accounts Receivable Actions Menu Enter Deposits Edit	Allows access to modify existing items on the Enter Deposits screen.	No
Accounts Receivable Actions Menu Enter Deposits Delete	Allows access to remove existing items from the Enter Deposits screen.	No
Accounts Receivable Actions Menu Change AR Date	Allows access to change the AR date.	No
Accounts Receivable Setup Menu	Allows access to the Accounts Receivable related items in the Setup menu.	No
Accounts Receivable Setup Menu Firm Information	Allows access to the Accounts Receivable related items in the Firm Information menu.	No
Accounts Receivable Setup Menu Firm Information Payment Terms	Allows full access to the Payment Terms screen.	No
Accounts Receivable Setup Menu Firm Information Payment Terms View	Allows access to only view the Payment Terms screen.	No
Accounts Receivable Setup Menu Firm Information Payment Terms Add	Allows access to add new items to the Payment Terms screen.	No
Accounts Receivable Setup Menu Firm Information Payment Terms Edit	Allows access to modify existing items on the Payment Terms screen.	No
Accounts Receivable Setup Menu Firm Information Payment Terms Delete	Allows access to remove existing items from the Payment Terms screen.	No
Accounts Receivable Setup Menu Firm Information Sales Tax	Allows full access to the Sales Taxes screen.	No
Accounts Receivable Setup Menu Firm Information Sales Tax View	Allows access to only view the Sales Taxes screen.	No
Accounts Receivable Setup Menu Firm Information Sales Tax Add	Allows access to add new items to the Sales Taxes screen.	No
Accounts Receivable Setup Menu Firm Information Sales Tax Edit	Allows access to modify existing items on the Sales Taxes screen.	No
Accounts Receivable Setup Menu Firm Information Sales Tax Delete	Allows access to remove existing items from the Sales Taxes screen.	No
Accounts Receivable Setup Menu Clients	Allows full access to the Accounts Receivable related items on the Clients screen.	No
Accounts Receivable Setup Menu Clients Accounts Receivable	Allows full access to the Accounts Receivable tab on the Clients screen.	No
Accounts Receivable Setup Menu Clients Accounts Receivable View	Allows access to only view the Accounts Receivable tab on the Clients screen.	No
Accounts Receivable Setup Menu Clients Accounts Receivable Edit	Allows access to modify the Accounts Receivable tab on the Clients screen.	No
Accounts Receivable Setup Menu Client Templates	Allows full access to the Accounts Receivable related items on the Client Templates screen.	No
Accounts Receivable Setup Menu Client Templates Accounts Receivable	Allows full access to the Accounts Receivable tab on the Client Templates screen.	No
Accounts Receivable Setup Menu Client Templates Accounts Receivable View	Allows access to only view the Accounts Receivable tab on the Client Templates screen.	No
Accounts Receivable Setup Menu Client Templates Accounts Receivable Edit	Allows access to modify the Accounts Receivable tab on the Client Templates screen.	No
Accounts Receivable Setup Menu Custom Fields	Allows full access to the Accounts Receivable related items on the Custom Fields screen.	No
Accounts Receivable Setup Menu Custom Fields Customers	Allows full access to the Customers Custom Fields screen.	No
Accounts Receivable Setup Menu Custom Fields Customers View	Allows access to only view the Customer Custom Fields screen.	No
Accounts Receivable Setup Menu Custom Fields Customers Add	Allows access to add new items to the Customer Custom Fields screen.	No
Accounts Receivable Setup Menu Custom Fields Customers Edit	Allows access to modify existing items on the Customer Custom Fields screen.	No
Accounts Receivable Setup Menu Custom Fields Customers Delete	Allows access to remove existing items from the Customer Custom Fields screen.	No
Accounts Receivable Setup Menu Customers	Allows full access to the Customers screen.	No
Accounts Receivable Setup Menu Customers Main tab	Allows full access to the Main tab on the Customers screen.	No
Accounts Receivable Setup Menu Customers Main tab View	Allows access to only view the Main tab on the Customers screen.	No
Accounts Receivable Setup Menu Customers Main tab Add	Allows access to add new items to the Customers screen.	No
Accounts Receivable Setup Menu Customers Main tab Edit	Allows access to modify existing items on the Customers screen.	No
Accounts Receivable Setup Menu Customers Main tab Delete	Allows access to remove existing items from the Customers screen.	No
Accounts Receivable Setup Menu Customers Accounts Receivable tab	Allows full access to the Accounts Receivable tab on the Customers screen.	No
Accounts Receivable Setup Menu Customers Accounts Receivable tab View	Allows access to only view the Accounts Receivable tab on the Customers screen.	No
Accounts Receivable Setup Menu Customers Accounts Receivable tab Edit	Allows access to modify the Accounts Receivable tab on the Customers screen.	No
Accounts Receivable Setup Menu Customers Register tab	Allows full access to the Register tab on the Customers screen.	No
Accounts Receivable Setup Menu Customers Notes tab	Allows full access to the Notes tab on the Customers screen.	No
Accounts Receivable Setup Menu Customers Notes tab View	Allows access to only view the Notes tab on the Customers screen.	No
Accounts Receivable Setup Menu Customers Notes tab Edit	Allows access to modify the Notes tab on the Customers screen.	No
Accounts Receivable Setup Menu Customers Custom Fields tab	Allows full access to the Custom Fields tab on the Customers screen.	No
Accounts Receivable Setup Menu Customers Custom Fields View	Allows access to only view the Custom Fields tab on the Customers screen.	No
Accounts Receivable Setup Menu Customers Custom Fields Edit	Allows access to modify the Custom Fields tab on the Customers screen.	No
Accounts Receivable Setup Menu Invoice Items	Allows full access to the Invoice Items screen.	No
Accounts Receivable Setup Menu Invoice Items View	Allows access to only view the Invoice Items screen.	No
Accounts Receivable Setup Menu Invoice Items Add	Allows access to add new items to the Invoice Items screen.	No
Accounts Receivable Setup Menu Invoice Items Edit	Allows access to modify existing items to the Invoice Items screen.	No
Accounts Receivable Setup Menu Invoice Items Delete	Allows access to remove existing items from the Invoice Items screen.	No
Accounts Receivable Setup Menu Finance Charges	Allows full access to the Finance Charges screen.	No
Accounts Receivable Setup Menu Finance Charges View	Allows access to only view the Finance Charges screen.	No
Accounts Receivable Setup Menu Finance Charges Add	Allows access to add new items to the Finance Charges screen.	No
Accounts Receivable Setup Menu Finance Charges Edit	Allows access to modify existing items on the Finance Charges screen.	No
Accounts Receivable Setup Menu Finance Charges Delete	Allows access to remove existing items from the Finance Charges screen.	No
Accounts Receivable Setup Menu Invoice Templates	Allows full access to the Invoice Templates screen.	No
Accounts Receivable Setup Menu Invoice Templates Invoice	Allows access to add invoice type items to the Invoice Templates screen.	No
Accounts Receivable Setup Menu Invoice Templates Credit Memo	Allows access to add credit memo type items to the Invoice Templates screen.	No

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Subject: Clients,Setup

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Security settings available on the Accounts Receivable tab of the Security Groups screen

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