Create the Contact Card but not the AP or AR

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M1EnterpriseTech
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Create the Contact Card but not the AP or AR

Post by M1EnterpriseTech »

This Security setting is beneficial when you have a multi location setup with an Enterprise location that you want to manage the Payable and Receivable accounts for the Contacts. From time to time a user will create the new Contact Card and a AP or AR account for that contact so now you have AP & AR managed by the location. Rather than having to correct that when it happens you can prevent it from happening by going to modify the Users permissions in the setup section of the Security permissions not the Contact Card.

Go to Setup from the home ribbon | Type Security in the search field | Select Users under Security form the left panel | click the Permissions tab | Add | Scroll all the way down to Setup | Receivable ( or AP) | Set the Modify to Deny.

This will allow the user to Create the Contact Card but not the Receivable ( or AP ) account at the location, They can still accept Quick AR or AP Payments but they will not be able to go to the Accounting Module and perform tasks related to managing the Payable or Receivable accounts
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