User Rights for Accounting Access

To set up user rights for access to the Accounting functions in SA, follow these steps.

  1. Go to Settings > User Roles & Rights > [Role Name] > Accounting.
  2. Select any of the check boxes in the Accounting Access

User Role/Right

Definition

View Client Invoices

Allows the user to view client invoices on the client account screen.

View Invoice List

Allows the user to view the invoice list screen.

Add/Modify Invoices

Allows the user to create and modify invoices.

View Client Payments

Allows the user to view client payments on the client account screen.

View Payment List

Allows the user to view the payments list screen.

Add/Modify Payments

Allows the user to create and edit payments on an invoice, and to email paid invoices from the Client screen.

Delete Card Payments

Allows the user to delete credit card payments.

Delete ACH Payments

Allows the user to delete ACH payments. Automated Clearing House (ACH) payments are available to some Members who use Clearent payment processing.

View Expenses

Allows the user to view expenses and the expense list.

Add/Modify Expenses

Allows the user to create and modify expenses.

Process CC Payment Refunds/Voids

Allows the user to view and utilize the Refund and Void buttons on the payment overlay. The Refund button appears when the transaction is settled; otherwise, you’ll have the option to void the payment. The right to Save changes also requires you set the “Add/Modify Credits” right below.

View Credits

Allows the user to view credits on the client account screen and the credit list screen.

Add/Modify Credits

Allows the user to create and modify credits. This right allows the Save button on refunds in conjunction with the right “Process CC Payment Refunds/Voids” listed above.

View Adjust Balances

Allows the user to view the “Adjust Balance” option on the client account screen.

Add/Modify Adjust Balances

Allows the user to create and modify the “Adjust Balance” option on the client account screen.

View Timesheets

Allows the user to view and edit timesheets. The user must also have a Home Access right enabled under Home > Home Access, and the Manage Employees right enabled under Scheduling > Employee Access.

Create Invoices

Allows the user to create invoices for contracts, snow, and subscriptions.

View USPS Jobs

Allows the user to view invoices on the Mail on Demand screen.

QB Reconciliation

Allows the user to view the QuickBooks Confirmation page under the accounting menu to prevent duplicate transactions when a response from QuickBooks is not received. This is visible only if you sync with QuickBooks Desktop.

Add/Modify Purchase Orders

Allows the user to create and modify purchase orders.

 

 

 

Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?