Banking security is of critical importance, as the banking area can display confidential information, including the financial state of the business. Some care must be used when considering which users in the company are allowed to create, manage and view banking.
The ability to add, edit, view and amend banking is handled via Jim2 Security.
To enable other users to view specific areas, select the Security Group, click Edit and expand the Banking (and sub-folder) checkbox.
Choose what the user is able to do.
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 banking based on the tick settings above. Whilst some things have been grouped below, ie. view/edit/add, these are all individual security settings.
Cheque |
|---|
Add/edit/view/cancel cheques |
Edit cheques with status of Finish |
Banking |
|---|
View/edit/delete banking session |
Allow banking for all branches (If branches are enabled). |
Allow changing default account |
Bank Reconciliation |
|---|
View/edit/delete |
Till Reconciliation |
|---|
View/edit |
Allow reconciliation of all tills |
Allow to delete till reconciliation |
Electronic Payments |
|---|
View/edit/delete |
Please see User Group – Tags/Category Groups for more in-depth information on security.
Further information
Electronic Payments (ABA Files)
Electronic Payments Direct Debit