Skip to main content

What security profile option is required to allow a user to edit a transaction in the post batch?

Updated over a month ago

There is a security profile flag for each of the Ledgers within Access Financials, that you can control whether the users are allowed to Enter or Edit an Invoice or Credit Note, or Journal entry.
​
To set this permission:

  1. Log into Access Financials as an Administrator User.

  2. Click System, Security, Profiles

  3. Select the Security Profile you are going to be editing permissions for.
    ​Note: Any changes to a Security Profile affect all users in the Profile.

  4. Click Edit

  5. In order to make navigation of the options easier, ensure that the Navigation option is selected. The options for security permissions are grouped by Ledger.

  6. Within each Ledger group there are sub-groups, expand Transactions

  7. Select the Can Create {transactiontype} transactions check box. This setting enables the user(s) of the Profile to enter new transactions as well.

  8. Repeat steps 6 and 7 for other ledgers as required.

Did this answer your question?