To set up user rights for access to the Accounting functions in SA, follow these steps.
- Go to Settings > User Roles & Rights > [Role Name] > Accounting tab.
- Select any of the checkboxes under "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. |
|
View Bulk Price Update |
Allows the user to update the prices for your Clients' active recurring jobs in bulk. |