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Set up your firm and staff

Security settings available on the Accounts Payable 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 Payable 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 Payable
Allows access to all options below it in the hierarchy on this tab.
No
Accounts Payable
File Menu
Enables the Accounts Payable options in the File menu on the menu bar.
No
Accounts Payable
File Menu
Import
Enables the Accounts Payable options in the File
Import menu.
No
Accounts Payable
File Menu
Import
Spreadsheet
Allows full access to the Spreadsheet Import wizard for the Accounts Payable data types.
No
Accounts Payable
File Menu
Import
Spreadsheet
Vendors
Allows spreadsheet imports for the Vendors data type.
No
Accounts Payable
File Menu
Import
Spreadsheet
Accounts Payable Transactions
Allows spreadsheet imports for the Accounts Payable Transactions data type.
No
Accounts Payable
File Menu
Print Checks
Allows access to the Print Checks screen.
No
Accounts Payable
File Menu
Print Checks
Accounts Payable tab.
Allows access to the Accounts Payable tab on the Print Checks screen.
No
Accounts Payable
Actions Menu
Displays and allows full access to the Accounts Payable items in the Actions Menu.
No
Accounts Payable
Actions Menu
Enter Transactions
Allows full access to the AP Check and AP Payment type transactions on the Enter Transactions screen.
No
Accounts Payable
Actions Menu
Enter Transactions
AP Checks
Allows full access to the AP Check type transaction on the Enter Transactions screen.
No
Accounts Payable
Actions Menu
Enter Transactions
AP Checks
View
Allows access to only view the AP Check type transactions on the Enter Transactions screen.
No
Accounts Payable
Actions Menu
Enter Transactions
AP Checks
Add
Allows access to add new AP Check type transactions on the Enter Transactions screen.
No
Accounts Payable
Actions Menu
Enter Transactions
AP Checks
Edit
Allows access to modify existing AP Checks on the Enter Transactions screen.
No
Accounts Payable
Actions Menu
Enter Transactions
AP Checks
Delete
Allows access to remove existing AP Checks from the Enter Transactions screen, regardless of the status.
No
Accounts Payable
Actions Menu
Enter Transactions
AP Checks
Delete
Unprinted
Allows access to remove existing AP Checks with an "Unprinted" status from the Enter Transactions screen.
No
Accounts Payable
Actions Menu
Enter Transactions ≫ AP Checks
Delete
Printed
Allows access to remove existing AP Checks with a "Printed" status from the Enter Transactions screen.
No
Accounts Payable
Actions Menu
Enter Transactions
AP Checks
Delete
Handwritten
Allows access to remove existing AP Checks with a "Handwritten" status from the Enter Transactions screen.
No
Accounts Payable
Actions Menu
Enter Transactions
AP Checks
Delete
Voided
Allows access to remove existing AP Checks with a "Voided" status from the Enter Transactions screen.
No
Accounts Payable
Actions Menu
Enter Transactions
AP Checks
Void
Allows access to void existing AP Checks on the Enter Transactions screen.
No
Accounts Payable
Actions Menu
Enter Transactions
AP Checks
Reverse
Allows access to reverse existing AP Checks on the Enter Transactions screen.
No
Accounts Payable
Actions Menu
Enter Transactions
AP Payments
Allows full access to the AP Payment type transaction on the Enter Transactions screen.
No
Accounts Payable
Actions Menu
Enter Transactions
AP Payments
View
Allows access to only view AP Payment transactions on the Enter Transactions screen.
No
Accounts Payable
Actions Menu
Enter Transactions
AP Payments
Add
Allows access to add new AP Payments on the Enter Transactions screen.
No
Accounts Payable
Actions Menu
Enter Transactions
AP Payments
Edit
Allows access to modify existing AP Payments on the Enter Transactions screen.
No
Accounts Payable
Actions Menu
Enter Transactions
AP Payments
Delete
Allows access to remove existing AP Payments from the Enter Transactions screen.
No
Accounts Payable
Actions Menu
Enter Transactions
AP Payments
Void
Allows access to void existing AP Payments on the Enter Transactions screen.
No
Accounts Payable
Actions Menu
Enter Transactions
AP Payments
Reverse
Allows access to reverse existing AP Payments on the Enter Transactions screen.
No
Accounts Payable
Actions Menu
Enter Payables
Allows full access to the Enter Payables screen.
No
Accounts Payable
Actions Menu
Enter Payables
Payable
Allows access to enter payable type transactions on the Enter Payables screen.
No
Accounts Payable
Actions Menu
Enter Payables
Credit Memo
Allows access to enter credit memo type transactions on the Enter Payables screen.
No
Accounts Payable
Actions Menu
Manage Payments
Allows full access to the Manage Payments screen.
No
Accounts Payable
Actions Menu
Change AP Date
Allows access to change the AP date using the Actions
Change AP Date dialog.
No
Accounts Payable
Setup Menu
Displays and allows full access to all of the Accounts Payable items in the Setup Menu.
No
Accounts Payable
Setup Menu
Firm Information
Displays and allows full access to all of the Accounts Payable items in the Firm Information sub-menu.
No
Accounts Payable
Setup Menu
Firm Information
Payment Terms
Allows full access to the Payment Terms screen.
No
Accounts Payable
Setup Menu
Firm Information
Payment Terms
View
Allows access to only view the Payment Terms screen.
No
Accounts Payable
Setup Menu
Firm Information
Payment Terms
Add
Allows access to add new items to the Payment Terms screen.
No
Accounts Payable
Setup Menu
Firm Information
Payment Terms
Edit
Allows access to modify existing items on the Payment Terms screen.
No
Accounts Payable
Setup Menu
Firm Information
Payment Terms
Delete
Allows access to remove existing items from the Payment Terms screen.
No
Accounts Payable
Setup Menu
Clients
Allows full access to the Accounts Payable items on the Clients screen.
No
Accounts Payable
Setup Menu
Clients
Accounts Payable tab
Allows full access to the Accounts Payable tab on the Clients screen.
No
Accounts Payable
Setup Menu
Clients
Accounts Payable tab
View
Allows access to only view the Accounts Payable tab on the Clients screen.
No
Accounts Payable
Setup Menu
Clients
Accounts Payable tab
Edit
Allows access to make changes on the Accounts Payable tab on the Clients screen.
No
Accounts Payable
Setup Menu
Client Templates
Allows full access to the Accounts Payable items on the Client Templates screen.
No
Accounts Payable
Setup Menu
Client Templates
Accounts Payable tab
Allows full access to the Accounts Payable tab on the Client Templates screen.
No
Accounts Payable
Setup Menu
Client Templates
Accounts Payable tab
View
Allows access to only view the Accounts Payable tab on the Client Templates screen.
No
Accounts Payable
Setup Menu
Client Templates
Accounts Payable tab
Edit
Allows access to make changes on the Accounts Payable tab on the Client Templates screen.
No
Accounts Payable
Setup Menu
Custom Fields
Allows access to the Accounts Payable related items on the Custom Fields screen.
No
Accounts Payable
Setup Menu
Custom Fields
Vendors
Allows full access to the Vendor Custom Fields screen.
No
Accounts Payable
Setup Menu
Custom Fields
Vendors
View
Allows access to only view the Vendor Custom Fields screen.
No
Accounts Payable
Setup Menu
Custom Fields
Vendors
Add
Allows access to add new items to the Vendor Custom Fields screen.
No
Accounts Payable
Setup Menu
Custom Fields
Vendors
Edit
Allows access to modify existing items on the Vendor Custom Fields screen.
No
Accounts Payable
Setup Menu
Custom Fields
Vendors
Delete
Allows access to remove existing items from the Vendor Custom Fields screen.
No
Accounts Payable
Setup Menu
Payable Templates
Allows full access to the Payable Templates screen.
No
Accounts Payable
Setup Menu
Payable Templates
Payable
Allows full access to the Payable Templates screen for the Payable transaction type.
No
Accounts Payable
Setup Menu
Payable Templates
Credit Memo
Allows full access to the Payable Templates screen for the Credit Memo transaction type.
No
Accounts Payable
Setup Menu
Vendors
Allows full access to the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Main tab
Allows full access to the Main tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Main tab
View
Allows access to only view the Main tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Main tab
Add
Allows access to add new items to the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Main tab
Edit
Allows access to modify existing items on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Main tab
Delete
Allows access to remove existing items from the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Accounts Payable tab
Allows full access to the Accounts Payable tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Accounts Payable tab
View
Allows access to only view the Accounts Payable tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Accounts Payable tab
Edit
Allows access to modify the Accounts Payable tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Agent tab
Allows full access to the Agent tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Agent tab
View
Allows access to only view the Agent tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Agent tab
Edit
Allows access to modify the Agent tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
1099 Properties tab
Allows full access to the 1099 Properties tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
1099 Properties tab
View
Allows access to only view the 1099 Properties tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
1099 Properties tab
Edit
Allows access to modify the 1099 Properties tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Distributions tab
Allows full access to the Distributions tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Distributions tab
View
Allows access to only view the Distributions tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Distributions tab
Edit
Allows access to modify the Distributions tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Direct Deposit tab
Allows full access to modify the Direct Deposit tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Direct Deposit tab
View
Allows access to only view the Direct Deposit tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Direct Deposit tab
Edit
Allows access to modify the Direct Deposit tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Register tab
Allows full access to the Register tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Custom Fields tab
Allows full access to the Custom Fields tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Custom Fields tab
View
Allows access to only view the Custom Fields tab on the Vendors screen.
No
Accounts Payable
Setup Menu
Vendors
Custom Fields tab
Edit
Allows access to modify the Custom Fields tab on the Vendors screen.
No

This article applies to:

  • PRODUCT: Accounting CS
  • Subject: Clients,Setup

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