Accounts Security

Accounts security is of critical importance, as accounts can display confidential information, including the financial state of the business. Care must be taken when considering which users in the company are allowed to create and manage accounts, and which Accounts tabs they are allowed to see.

To enable other users to view specific areas, select the Security Group, click Edit and expand the Accounts (and sub-folder) checkbox.

Checkboxes	Explanation
	Will only return results for what is ticked.
	Will not return results for any unticked boxes.
	Will return results for all of the above.

The following lists all the security settings available for accounts, based on the tick settings above. Whilst some things are grouped below, ie. view/edit/add, these are all individual security settings.

Accounts Security
Allow post transactions into closed financial periods
Close financial year
Change payment type

Debtors
View/edit debtors
Delete/reverse/unallocate payments
Adjustments up/down – allows users to perform adjustments
Discounts, ie. enter discounts
Allow payments into bank accounts
View/add/edit/delete opening balances
Allow prepayments on jobs and cardfiles
Allow refunds on jobs, cardfiles and customer returns

Creditors
View/edit creditors
Delete/approve/payments
Adjustments up/down (enter)
Allow payments into bank accounts
View/add/edit/delete opening balances

General Ledger
View/edit/add/delete
Change GL code
Opening balances (enter)
Transaction Journal (view, etc.)

General Journal
Add/edit/view/delete/reverse
Edit finished general journals

Multi-Currency Revaluations (if licensed)
View/revalue