Applications > Security Setup >

Task Roles

 

         

 

 

Task Roles

The Task Roles page allows you to set up task roles which can be assigned to users.

 

This Help page contains the following sections:

Task Roles Grid

Task Roles > Update

Task Roles Details

 

 

Task Roles Grid

The Task Roles are listed in a grid below the  link. The Task Role Name and Users columns appear on the grid.

Click the Add New Task Role link to add a new Task Role. The Task Roles > Update page appears which allows you to add a new Task Role and assign the rights for that role.

Click the Edit  icon to make changes to a Task Role.

Click the Delete  icon to remove the Task Role. If you remove the Task Role, then the role is automatically removed from any users that were assigned to that role.

Click the Copy  icon to create a copy of an existing task role. (The new role is added with the word "copy" added to the end of the Task Role name.)

Hover over the User  icon to view the users that have been assigned to that Task Role.

 

 

API Applications Task Role

The API Applications Task Role is a system task role that cannot be deleted or copied. This role is assigned to users so that they can be mapped to the membership application and given the ability to post contributions to the General Ledger.

 

 

Task Roles > Update

 

Task Role Name: Enter the name for the task role.

 

Task Roles

When setting up Task Roles, there are generally three different approaches:

One Task Role per position (AP Clerk, Pastor, Receptionist)

One Task Role per person (Liz Baker, Pastor Sanders, Donna Lynn Anderson)

One Task Role per application (General Ledger, Accounts Payable)

 

 

Task tab

The Task tab allows you to set access rights for the features in each application. All of the Financial applications are listed under the Please select a Module label. Click on an application to view the rights for that application.

Click the Full Rights check box to assign Full Rights to all features in the selected application.

Click the Inquiry check box to assign Inquiry Rights to all inquiry-related features in the selected application.

Click the Assign All Rights button to assign Full Rights to all applications.

Click the Remove All Rights button to remove All Rights for all applications.

Manually check and uncheck the feature check boxes as appropriate to customize the rights for the application selected.

 

 

Users tab

The Users tab allows you to assign a Task Role to users. Once a Task Role is assigned to a user, that user has all the access rights that have been specified for that Task Role. Click and drag the appropriate users from the List Of All Users box to the Assigned User(s) box.

 

 

Click the  or  button to save any information that has been added or edited.

Click the Reset link to reset the page back to how it was before any changes were made to it.

Click the Cancel link to leave the page without saving any changes and return to the previous page you were on.

 

 

 

Task Rights Details

The grid below provides more information each feature check box for Inquiry and Full Rights. The Inquiry column displays what areas the user can view if the Inquiry option is selected and the Full Rights column displays what areas the user can update if the Full Rights option is selected.

 

ACCOUNTS PAYABLE

 

 

 

Inquiry

Full Rights

Dashboard

N/A

Accounts Payable (required for access)

 

 

 

 

Inquiry

Full Rights

Transactions

 

 

Enter & Manage

Manage Menu is Active

Transactions > Update - 'Apply' & 'Update' buttons

 

Transactions - 'Transaction Edit Report' button

Transactions - 'Add New Transaction' link

 

Transactions - 'Edit' icon

Transactions - 'Delete' icon

 

 

Transactions - 'Change Bank Account' button

Post

N/A

Transactions - 'Post Transactions' button

 

 

 

 

Inquiry

Full Rights

Credit Card

 

 

Transactions

 

 

Enter & Manage

Manage Menu is Active

Credit Card > Transactions > Update - 'Apply' & 'Update' buttons

 

Credit Card > Transactions - 'Credit Card Transaction Edit Report' button

Credit Card > Transactions - 'Add New Transaction' link

 

Credit Card > Transactions - 'Edit' icon

Credit Card > Transactions - 'Delete' icon

Post

N/A

Credit Card > Transactions - 'Post Transactions' button

 

 

 

 

Inquiry

Full Rights

Recurring Payments

 

 

Enter & Manage

Manage Menu is Active

Recurring Payments > Update - 'Apply' & 'Update' buttons

 

Recurring Payments - 'Recurring Payment Edit Report' button

Recurring Payments - 'Add New Recurring Payment' link

 

Recurring Payments - 'Edit' icon

Recurring Payments - 'Delete' icon

Transfer

N/A

Recurring Payments - 'Transfer Recurring Payments' button

 

 

 

 

Inquiry

Full Rights

Payment Processing

 

 

Enter & Manage

Manage Menu is Active

Payment Processing > Edit Invoice Modal - 'Save' button

 

Payment Processing - 'Payment Edit Report' button

 

 

Payment Processing - 'Edit' icon

 

Process

N/A

Payment Processing - 'Process Payments' button

 

 

 

 

Inquiry

Full Rights

View

 

 

Transaction Inquiry

Transaction Inquiry

Transaction Inquiry - 'View Details' icon

 

 

Transaction Inquiry > Details

 

 

Transaction Inquiry > Details - 'Update' button

Undo Invoice

N/A

Transaction Inquiry > Details - 'Undo Invoice' button

Credit Cards - Reverse Transaction

N/A

Transaction Inquiry > Details - 'Reverse Transaction' button

1099 Status

N/A

Transaction Inquiry > Details - 1099 Status

Reprint - Voucher/Check

N/A

Earnings Inquiry > Details - 'Reprint Voucher/Check' icon

Project

N/A

Transaction Inquiry > Details - Edit 'Project'

Attachments

N/A

Transaction Inquiry > Details - 'Add New Attachment' link

Note

Note

Edit Note field

 

 

 

 

Inquiry

Full Rights

Reports

 

 

Reports

N/A

Reports

 

 

 

 

Inquiry

Full Rights

Modify

 

 

Company Information

N/A

Company Information

Distribution Information

N/A

Distribution Information

Vendor Information

Vendor Information

Vendor Information > Update

 

 

Vendor Information > Update: 'Update' button

 

 

Vendor Information > Update: Vendor Information

 

 

Vendor Information - 'Delete' icon

 

 

Person Search - 'Add New Vendor' button

ACH Accounts

Vendor Information > Update: ACH Accounts

Vendor Information > Update: ACH Accounts - 'Add New ACH Account' link

 

 

Vendor Information > Update: ACH Accounts - 'Edit' icon

 

 

Vendor Information > Update: ACH Accounts - 'Delete' icon

Phones

N/A

Vendor Information > Update: Phones

Emails

N/A

Vendor Information > Update: Emails 

Addresses

N/A

Vendor Information > Update: Addresses

Demographics

N/A

Vendor Information > Update: Demographics

Attachments

N/A

Vendor Information > Update: Attachments - 'Add New Attachment' link

Add or Delete ACH Information

N/A

Add or Delete ACH Information

Credit Card Information

N/A

Credit Card

 

 

Credit Card > Update

Reconcile Credit Card

Credit Card - 'Reconcile Transactions' button

Credit Card > Reconcilation - 'Delete' icon

 

Credit Card > Reconciliation - 'Edit' icon

Credit Card > Reconciliation - 'Add New Statement' link

 

 

Credit Card > Reconciliation > Reconcile Details - edit 'Statement Date'

 

 

Credit Card > Reconciliation > Reconcile Details - edit 'Ending Balance'

 

 

Credit Card > Reconcilation > Update - 'Continue' and 'Finish later' buttons

Project Information

Project Information

Project Information - 'Add New Project' link

 

 

Project Information - 'Update' button

 

 

Project Information - 'Delete' icon

 

 

 

 

Inquiry

Full Rights

Utilities

 

 

Void Check

N/A

Void Checks

 

 

 

ACCOUNTS RECEIVABLE

 

 

 

Inquiry

Full Rights

Dashboard

N/A

Accounts Receivable (required for access)

 

 

 

 

Inquiry

Full Rights

Unposted Invoices

 

 

Enter & Manage

Manage Menu is Active

Unposted Invoices > Update - 'Apply' & 'Update' buttons

 

Unposted Invoices - 'Invoice Edit Report' button

Unposted Invoices - 'Add New Invoice' link

 

Unposted Invoices - 'Edit' icon

Unposted Invoices - 'Delete' icon

Post

N/A

Unposted Invoices - 'Post Invoices' button

 

 

 

 

Inquiry

Full Rights

Recurring Charges

 

 

Enter & Manage

Manage Menu is Active

Recurring Charges > Update - 'Apply' & 'Update' buttons

 

Recurring Charges - 'Recurring Charge Edit Report' button

Recurring Charges - 'Add New Recurring Charge' link

 

Recurring Charges - 'Edit' icon

Recurring Charges - 'Delete' icon

Transfer

N/A

Recurring Charges - 'Transfer Recurring Charges' button

 

 

 

 

Inquiry

Full Rights

Payment Processing

 

 

Enter & Manage

Manage Menu is Active

Payment Processing > Update - 'Update' button

 

Payment Processing - 'Payment Edit Report' button

Payment Processing - 'Add New Payment' icon

 

Payment Processing - 'Edit' icon

Payment Processing - 'Delete' icon

Process Payments

N/A

Payment Processing - 'Process Payments' button

 

 

 

 

Inquiry

Full Rights

View

 

 

Transaction Inquiry

Transaction Inquiry

Transaction Inquiry - 'View Details' icon

 

Transaction Inquiry - 'Print Transaction Inquiry Report' button

Transaction Inquiry > Invoice

 

 

Transaction Inquiry > Payment

 

 

Transaction Inquiry > Invoice - 'Update' button

 

 

Transaction Inquiry > Payment - 'Update' button

Unpost Invoice

N/A

Transaction Inquiry > Invoice - 'Unpost Invoice' button

Reprint Invoice

N/A

Transaction Inquiry  - 'Reprint Invoice' icon

Source

N/A

Transaction Inquiry > Invoice - Edit 'Source'

Divisions

N/A

Transaction Inquiry > Invoice - Edit Divisions

Project

N/A

Transaction Inquiry > Details - Edit 'Project'

Attachments

N/A

Transaction Inquiry > Details - 'Add New Attachment' link

Note

Transaction Inquiry > Invoice/Payment - Note

Transaction Inquiry > Invoice/Payment - Edit 'Note' field

Customer Note

Transaction Inquiry > Invoice - Customer Note

Transaction Inquiry > Invoice - Edit 'Customer Note' field

 

 

 

 

Inquiry

Full Rights

Reports

 

 

Reports

N/A

Reports

 

 

 

 

Inquiry

Full Rights

Modify

 

 

Company Information

N/A

Company Information

Revenue Center Information

Revenue Center Information - 'Edit' icon

Revenue Center Information - 'Delete' icon

 

 

Revenue Center Information - 'Add New Revenue Center' link

 

 

Revenue Center Information > Update - edit all fields

 

 

Revenue Center Information > Update - 'Update' button

Item Information

Item Information - 'Edit' icon

Item Information - 'Delete' icon

 

 

Item Information - 'Add New Item' link

 

 

Item Information > Update - 'Apply' and 'Update' buttons

Customer Information

Customer Information

Customer Information - 'Add New Customer' link

 

 

Customer Information - 'Delete' icon

 

 

Customer Information > Update

 

 

Customer Information > Update - 'Update' button

ACH Accounts

Customer Information > Update: ACH Accounts

Customer Information > Update: ACH Accounts - 'Add New ACH Account' link

 

 

Customer Information > Update: ACH Accounts - 'Edit' icon

 

 

Customer Information > Update: ACH Accounts - 'Delete' icon

Phones

N/A

Customer Information > Update: Phones

Emails

N/A

Customer Information > Update: Emails 

Addresses

N/A

Customer Information > Update: Addresses

Demographics

N/A

Customer Information > Update: Demographics

Attachments

N/A

Customer Information > Update: Attachments - 'Add New Attachment' link

Statement Design

Statement Design

Statement Design - 'Add New Format' link

 

 

Statement Design - 'Make a Copy' link

 

 

Statement Design - 'Update' button

Invoice Design

Invoice Design

Invoice Design - 'Add New Format' link

 

 

Invoice Design - 'Make a Copy' link

 

 

Invoice Design - 'Update' button

Control Table Information

Control Table Information

Control Table Information - 'Edit' icon

 

 

Control Table Information - 'Delete' icon

 

 

Control Table Information > Edit - 'Update' button

Project Information

Project Information

Project Information - 'Add New Project' link

 

 

Project Information - 'Update' button

 

 

Project Information - 'Delete' icon

Sales Tax Information

Sales Tax Information

Sales Tax Information - 'Edit' and 'Delete' icons

 

 

Sales Tax Information - 'Add New' icon

Preferences

Preferences

Preferences - 'Update' button

 

 

 

 

Inquiry

Full Rights

Utilities

 

 

Void Payments

N/A

Void Payments

Apply Unapplied Cash

N/A

Apply Unapplied Cash

Apply Late Charges

N/A

Apply Late Charges

FACTS Import

N/A

FACTS Import

 

 

 

BANK ACCOUNT MANAGEMENT

 

 

Inquiry

Full Rights

Dashboard

N/A

Bank Account Management (required for access)

 

 

 

 

Inquiry

Full Rights

Transactions

 

 

Enter & Manage

Manage Unposted Transactions

Transactions - 'Delete' icon

 

Transactions - 'Edit' icon

Transactions - 'Add New Transaction' link

 

Transactions - 'Transaction Edit Report' button

Transactions > Update: 'Apply' & 'Update' buttons

Post

N/A

Transactions - 'Post Transactions' button

 

 

 

 

Inquiry

Full Rights

Bank Statements

 

 

Manage

N/A

Reconcile Bank Statement

 

 

Reconcile Bank Statement > Reconciliation

 

 

 

 

Inquiry

Full Rights

View

 

 

All Items

All Items

All Items: 'Add New Item' link

 

 

All Items: 'Edit' icon

Delete Outstanding Items

N/A

All Items: 'Delete' icon

 

 

 

 

Inquiry

Full Rights

Reports

 

 

Reports

N/A

Reports

 

 

 

 

Inquiry

Full Rights

Modify

 

 

Modify Bank Account

N/A

Bank Account Information

 

 

Bank Account Information > Update: 'Apply' & 'Update' buttons

 

 

Bank Account Management > Update: Account Information

Bank Account #

N/A

Bank Account Management > Update: Account Information - Bank Account #

Company/Bank Info

N/A

Bank Account Management > Update: Company/Bank Info

MICR Stub/Signature Info

N/A

Bank Account Management > Update: MICR Stub/Signature Info

Images

N/A

Bank Account Management > Update: Images

MICR Print Check Password

N/A

Bank Account Management > Update: MICR Print Check Password

ACH Information

N/A

Bank Account Management > Update: ACH Information

Pre-printed Checks - AP

N/A

Bank Account Management > Update: Pre-Printed Checks - AP

Pre-printed Checks - Payroll 

N/A

Bank Account Management > Update: Pre-Printed Checks - PR

Project Information

Project Information

Project Information - 'Add New Project' link

 

 

Project Information - 'Update' button

 

 

Project Information - 'Delete' icon

 

 

 

DEPOSITS ON HAND

 

 

 

Inquiry

Full Rights

Dashboard

N/A

Deposits on Hand (required for access)

 

 

 

 

 

 

Transactions

 

 

Enter & Manage

Manage Menu is Active

Unposted Tranactions > Update - 'Apply' & 'Update' buttons

 

Unposted Transactions - 'Transaction Edit Report' button

Unposted Transactions - 'Add New Transaction' link

 

Unposted Transactions - 'Edit' icon

Unposted Transactions - 'Delete' icon

Post

N/A

Unposted Transactions - 'Post Transactions' button

 

 

 

 

Inquiry

Full Rights

Reports

 

 

Reports

N/A

Reports

 

 

 

 

Inquiry

Full Rights

Modify

 

 

Group Information

N/A

Group Information

Account Type Information

N/A

Account Type Information

Account Information

Account Information

Account Information - 'Add New Account' link

 

Account Information - 'Edit' icon

Account Information - 'Delete' icon

 

Account Information > Update: Mail Merge

Account Information > Update - 'Apply' & 'Update' buttons

 

Account Information > Update: Create Mail Merge File

 

Close Account

N/A

Account Information - 'Close Account' link

Statement Design

Statement Design

Statement Design - 'Add New Format' link

 

 

Statement Design - 'Make a Copy' link

 

 

Statement Design - 'Update' button

 

 

 

 

Inquiry

Full Rights

Utilities

 

 

Post Interest Deposits

N/A

Post Interest Deposits

Inactivate or Renew an Account

N/A

Inactivate or Renew an Account

Change Interest Rates

N/A

Change Interest Rates

 

 

 

FINANCIALS

 

 

 

Inquiry

Full Rights

Financials Home

N/A

Financials (All users have this permission setting. It cannot be deselected.)

Social Security Number

N/A

Edit SSN on Vendor/Employee records and view on reports. (Social Security Number will still show on W-2 and California Wage and Withholding reports.)

 

 

 

 

Inquiry

Full Rights

Security Setup

 

 

Account Rights Roles

N/A

Security Setup > Account Rights Roles

Users

N/A

Security Setup > Users

Task Roles

N/A

Security Setup > Task Roles

 

 

 

 

Inquiry

Full Rights

Utilities

 

 

Organization

N/A

Utilities > Organization

Email Configuration

N/A

Utilities > Email Configuration

Lookups

N/A

Utilities > Lookups

Payment Providers

N/A

Utilities > Payment Providers

Combine Duplicates

N/A

Utilities > Combine Duplicates

Archive Documents

N/A

Utilities > Archive

 

 

 

FIXED ASSETS

 

 

 

Inquiry

Full Rights

Dashboard

N/A

Fixed Assets (required for access)

 

 

 

 

Inquiry

Full Rights

Modify

 

 

Company Information

N/A

Company Information

Asset Information

N/A

Asset Information

Control Table Information

Control Table Information

Control Table Information - 'Edit' icon

 

 

Control Table Information - 'Delete' icon

 

 

Control Table Information > Edit - 'Update' button

 

 

 

 

Inquiry

Full Rights

Manage

 

 

Calculate Depreciation

N/A

Calculate Depreciation

Inventories

Inventories - 'Edit' icon

Inventories - 'Add New Date' link

 

 

Inventories - 'Delete' icon

 

 

Inventories > Update - 'Import Barcodes' button

 

 

Inventories > Update - 'Update' button

 

 

 

 

Inquiry

Full Rights

Reports

 

 

Depreciation History

N/A

Reports > Depreciation History

Selections and Listings

N/A

Reports > Selections and Listings

 

 

 

GENERAL LEDGER

 

 

 

Inquiry

Full Rights

Dashboard

N/A

General Ledger (required for access)

 

 

 

 

Inquiry

Full Rights

Unposted Journals

 

 

Enter & Manage

Manage Menu is Active

Unposted Journals > Update - 'Apply' & 'Update' buttons

 

Unposted Journals - 'Journal Edit Report' button

Unposted Journals - 'Add New Journal' link

 

Unposted Journals - 'Edit' icon

Unposted Journals - 'Import Journals' link

 

 

Unposted Journals - 'Delete' icon

 

 

Unposted Journals - 'Change Year' button

Post

N/A

Unposted Journals - 'Post Journals' button

 

 

 

 

Inquiry

Full Rights

Recurring Journals

 

 

Enter & Manage

Manage Menu is Active.

Recurring Journals > Update - 'Apply' & 'Update' buttons

 

Recurring Journals - 'Recurring Journal Edit Report' button

Recurring Journals - 'Add New Recurring Journal' link

 

Recurring Journals - 'Edit' icon

Recurring Journals - 'Delete' icon

Transfer

N/A

Recurring Journals - 'Transfer Recurring Journals' button

 

 

 

 

Inquiry

Full Rights

View

 

 

Posted Journals

N/A

Posted Journals

Reverse/Copy

N/A

Posted Journals - 'Reverse Only', 'Copy Only', 'Reverse & Copy' buttons

Drill Down

N/A

Posted Journals - 'Drill Down' link

 

 

Unposted Journals > Update - 'Drill Down' link

Source Documents

N/A

Source Documents

 

 

Posted Journals - 'View Source Documents' link

 

 

Unposted Journals > Update - 'View Source Documents' link

 

 

 

 

Inquiry

Full Rights

Reports

 

 

Statement of Financial Position

N/A

Reports > Statement of Financial Position

Budgeted Financial Statement

N/A

Reports > Budgeted Financial Statement

Comparative Trial Balance

N/A

Reports > Comparative Trial Balance

Designated Fund Summary

N/A

Reports > Designated Fund Summary

Detail Ledger

N/A

Reports > Detail Ledger

Financial Spreadsheet

N/A

Reports > Financial Spreadsheet

Journal History

N/A

Reports > Journal History

Preliminary Budget

N/A

Reports > Preliminary Budget

Statement of Activities

N/A

Reports > Statement of Activities

Trial Balance Worksheet

N/A

Reports > Trial Balance Worksheet

Account Structure List

N/A

Reports > Account Structure List

Chart of Accounts

N/A

Reports > Chart of Accounts

Company Information

N/A

Reports > Company Information

Journal Types List

N/A

Reports > Journal Types List

Project List

N/A

Reports > Project List

Special Reports

N/A

Reports > Special Reports

Project Register

N/A

Reports > Project Register

Special Reports - Cash Flow

N/A

Reports > Special Reports > Cash Flow

 

 

 

 

Inquiry

Full Rights

Modify

 

 

Company Information

N/A

Company Information

Year and Periods

N/A

Year Period

Account Structure

Account Structure

Account Structure - 'Add New Level' button

 

 

Account Structure - Settings - 'Save' button

 

 

Account Structure - 'Plus' icon

 

 

Account Structure - 'Edit'icon

 

 

Account Structure - 'Delete' icon

Chart of Accounts

Chart of Accounts

Chart of Accounts - 'Add Group' button

 

 

Chart of Accounts - 'Add Account' button

 

 

Chart of Accounts - 'Add Sub-Account' button

 

 

Chart of Accounts - 'Plus' icon

 

 

Chart Of Accounts - 'Edit' icon

 

 

Chart of Accounts - 'Delete' icon

Budget Information

Budget Information

Budget Information - 'Done','Previous', & 'Next' buttons

 

Budget Information - 'Edit' icon

 

Project Information

Project Information

Project Information - 'Add New Project' link

 

 

Project Information - 'Update' button

 

 

Project Information - 'Delete' icon

Journal Type Information

Journal Type Information

Journal Type Information - 'Add New Journal Type' link

 

 

Journal Type Information - 'Update' button

 

 

Journal Type Information - 'Delete' icon

Special Reports Setup

Special Reports Setup

Special Reports Setup - 'Add New Report' button

 

Special Reports Setup - 'View Setup List' button

Special Reports Setup - 'Auto Generate New Report' button

 

Special Reports Setup - 'Run Reports' button

Special Reports Setup - 'Clear Change Flag' link

 

 

Special Reports Setup - 'Copy Reports' button

 

 

Special Reports Setup - 'Delete' icon

 

 

Special Reports Setup > Update - 'Update' button

Budgeted Financial Formats

N/A

Budgeted Financial Formats

 

 

 

 

Inquiry

Full Rights

Utilities

 

 

Move Account Structure

N/A

Move Account Structure

Move Account

N/A

Move Account

Close Period

N/A

Close Period

Close Fiscal Year

N/A

Close Fiscal Year

 

 

 

 

Inquiry

Full Rights

Account

 

 

Amortization

 

 

Enter & Manage

Manage Menu is active

Account Amortization > Update - 'Apply' & 'Update' buttons

 

Account Amortization - 'Amortization Report' button

Account Amortization - 'Add New Amortization Item' link

 

Account Amortization - 'Edit' icon

Account Amortization - 'Delete' icon

Run Amortization

N/A

Account Amortization - 'Run Amortization' button

 

 

 

LOAN PROCESSING

 

 

 

Inquiry

Full Rights

Dashboard

N/A

Loan Processing (required for access)

 

 

 

 

Inquiry

Full Rights

Payments

 

 

Enter & Manage

Manage Menu is Active

Payment Processing > Update - 'Apply' & 'Update' buttons

 

Payment Processing - 'Transaction Edit Report' button

Payment Processing - 'Add New Payment' link

 

Payment Processing - 'Edit' icon

Payment Processing - 'Delete' icon

Process Payments

N/A

Payment Processing - 'Process Payments' button

 

 

 

 

Inquiry

Full Rights

Reports

 

 

Reports

N/A

Reports

 

 

 

 

Inquiry

Full Rights

Modify

 

 

Preferences

Preferences

Preferences - 'Update' button

Account Type Information

Account Type Information

Account Type Information - 'Add New Type' button

 

 

Account Type Information - 'Edit' icon

 

 

Account Type Information - 'Delete' icon

Loan Information

Loan Information

Loan Information - 'Add New Loan Account' link

 

Loan Information - 'Edit' icon

Loan Information - 'Delete' icon

 

 

Loan Information > Update - 'Apply' & 'Update' buttons

 

 

Loan Information > Update - 'Print Amortization' button

 

 

Loan Information > Update - 'Scheduled Audit' button

 

 

Loan Information > Update - 'Actual Audit' button

 

 

 

 

Inquiry

Full Rights

Utilities

 

 

Post Invoices

N/A

Post Invoices

 

 

 

PAYROLL

 

 

 

Inquiry

Full Rights

Dashboard

N/A

Payroll (required for access)

 

 

 

 

Inquiry

Full Rights

Manual Checks

 

 

Enter & Manage

Manage Menu is Active

Manual Checks > Update - 'Apply' & 'Update' buttons

 

Manual Checks - 'Manual Check Edit Report' button

Manual Checks - 'Add New Manual Check' link

 

Manual Checks - 'Edit' icon

Manual Checks - 'Delete' icon

Post

N/A

Manual Checks - 'Post Manual Checks' button

 

 

 

 

Inquiry

Full Rights

Payroll Processing

 

 

Enter & Manage

Payroll Processing - Manage Menu is Active

Enter Menu & Links are Active

 

Payroll Processing - 'Payroll Edit Report' button

Payroll Processing > Update - 'Update' button

 

Payroll Processing - 'Edit' icon

Payroll Processing - 'Time Clock Import' link

 

 

Payroll Processing - 'Delete' icon

Process

N/A

Payroll Processing - 'Process Payroll' button

 

 

 

 

Inquiry

Full Rights

View

 

 

Earnings Inquiry

N/A

Earnings Inquiry

Reprint - Voucher/Check

.

Earnings Inquiry > Details - 'Reprint Voucher/Check' icon adfasdfasdf

 

 

 

 

Inquiry

Full Rights

Reports

 

 

Reports

N/A

Reports (All Reports except ACH Prenotification, W2s, and CA Wage & Withholding)

ACH Prenotification

N/A

ACH Prenotification

W2s

N/A

W2s

California Wage & Withholding

N/A

California Wage & Withholding

 

 

 

 

Inquiry

Full Rights

Modify

 

 

Employer Information

N/A

Employer Information

Employee Information

N/A

Employee Information - 'Add New Employee' link

 

 

Employee Information > Update

Secured Employees

N/A

Employee Information > Update: Displays employees checked as 'Secure'

Compensations

N/A

Employee Information > Update: Compensations

Deductions

N/A

Employee Information > Update: Deductions

Taxes

N/A

Employee Information > Update: Taxes

ACH Accounts

Employee Information > Update: ACH Accounts

Employee Information > Update: ACH Accounts - 'Add New ACH Account' link

 

 

Employee Information > Update: ACH Accounts - 'Edit' icon

 

 

Employee Information > Update: ACH Accounts - 'Delete' icon

Time Off Hours

N/A

Employee Information > Update: Time Off Hours

 

 

Dashboard > 'Payroll Scheduled Time Off' widget

Phones

N/A

Employee Information > Update: Phones

Emails

N/A

Employee Information > Update: Emails

Addresses

N/A

Employee Information > Update: Addresses

Demographics

N/A

Employee Information > Update: Demographics

Attachments

N/A

Employee Information > Update: Attachments

Compensation Information

N/A

Compensation Information

Deduction Information

N/A

Deduction Information

Tax Table Information

N/A

Tax Table Information

Control Table Information

Control Table Information

Control Table Information - 'Edit' icon

 

 

Control Table Information - 'Delete' icon

 

 

Control Table Information > Edit - 'Update' button

Project Information

Project Information

Project Information - 'Add New Project' link

 

 

Project Information - 'Update' button

 

 

Project Information - 'Delete' icon

 

 

 

 

Inquiry

Full Rights

Utilities

 

 

Create New Time Off Starting Date

N/A

Create New Time Off Starting Date

Change Workers Compensation History

N/A

Change Workers Compensation History

Void Checks

N/A

Void Checks

Time Clock Plus Export

N/A

Time Clock Plus Export

 

 

 

PORTAL

 

 

 

Inquiry

Full Rights

Portal

N/A

Portal (required for access)

 

 

 

 

Inquiry

Full Rights

Accounts Receivable

 

 

View & Pay

View Invoices

View & Pay Invoices - 'Pay Invoices' button

 

 

 

 

Inquiry

Full Rights

Purchasing Management

 

Enter & Manage

N/A

Request a Purchase

 

 

 

 

Inquiry

Full Rights

Payroll

 

 

Request Time Off

View Time Off

Request Time Off - 'Add New' icon

 

 

Request Time Off - 'Edit' icon

 

 

Request Time Off - 'Delete' icon

View Earnings

View Earnings

N/A

 

 

 

PURCHASING MANAGEMENT

 

 

Inquiry

Full Rights

Dashboard

N/A

Purchasing Management (required for access)

 

 

 

 

Inquiry

Full Rights

Request Information

 

 

Enter & Manage

Manage Menu is Active

Requests > Update - 'Apply' & 'Update' buttons

 

Manage Requests - 'Print' and 'Print List' buttons

Requests  - 'Add New Request' link

 

Manage Requests - 'Edit' icon

Requests - 'Delete' icon

Approval Override

N/A

User can use any Approval Path and can approve any Requisition for which they are an Allowed User (based on the selected Approval Path)

 

 

 

 

Inquiry

Full Rights

Modify

 

 

Company Information

Company Information

Company Information - 'Update' button

Approval Paths

Modify Approval Paths - 'Edit' icon

Approval Paths - 'Add New Approval Path' link

 

 

Approval Paths  - 'Delete' icon

 

 

Approval Paths > Update - 'Update' button

Control Table Information

Control Table Information

Control Table Information - 'Edit' icon

 

 

Control Table Information - 'Delete' icon

 

 

Control Table Information > Edit - 'Update' button

Project Information

Project Information

Project Information - 'Add New Project' link

 

 

Project Information - 'Update' button

 

 

Project Information - 'Delete' icon

 

 

Compiled on 5/24/2018 9:19:57 AM