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The Task Roles page allows you to set up task roles which can be assigned to users.
This Section Includes:
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. Move as many users on the Users tab to the Assigned User(s) selection box that will be posting Contributions from ShelbyNext | Membership.
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 |
Updated