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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Banking

Banking Security

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Banking security is of critical importance, as the banking area can display confidential information, including your business' financial state. 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 the traditional Jim2 Security.

 

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

 

banking security

 

Choose what you would like the user to be able to do.

 

Tick box settings:

 

Tick Boxes

Explanation

Checkbox (Selected)

Will only return results for what is ticked.

Checkbox (Unticked)

Will not return results for any unticked boxes.

Checkbox (Partially Selected)

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 we have grouped some things below, ie. view/edit/add, these are all individual security settings.

 

Banking

Cheque

Add/edit/view/cancel cheques

Edit cheques with status of finish

 

Banking

View/edit/delete banking session

Allow banking for all branches

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:

Security