Menu Path: Control Panel > System Admin > Manage Users > Configure Role Permission > Select Role > Finance
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| title | Other Permissions - General Permissions |
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General Finance Module Permissions
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| - Permission to change the cash book for cash and cheque payment method while creating a receipt
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Settle Document / Create Deposit → Payment Details  Image Added
Create Sales Order → Create Receipt  Image Added
- Permission to change the pd cheque book while creating a receipt → Refer to Settle Document / Create Deposit
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Settle Document / Create Deposit → Payment Details  Image Added
- Permission to change the coupon cashbook while creating a receipt → Refer to Settle Document / Create Deposit
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Settle Document / Create Deposit → Payment Details  Image Added
Create Sales Order → Create Receipt  Image Added
Full Screen Cash Sale → Other Payment Methods  Image Added
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| - Permission to use Payment Voucher printing functionalities
- Permission to edit a Payment Voucher
- Permission to edit a Payment Voucher Transaction Date
- Allow user to reuse an existing cheque number in the system.
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| - Permission to perform basic cash transfer
- Permission to Perform Basic Cash Transfer Edit
- Permission to perform cash transfer by cashbook transactions
- Permission to do bank reconciliation
- Permission to do view cashlevel
- Permission to do cashbook adjustment
- Permission to Upload Cash Transfer
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| - Permission to reverse receipt
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| - Permission to view dropdown list configuration
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| title | Reissue Payment Voucher |
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- Tick the Location to Enabled
- Untick the location to Disabled
- Click Submit
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| title | Permission to Other/Contra: View By Cashbook |
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| - Permission to Other/Contra: View By Cashbook → this permission to view the Cashbook's Dropdown lists at Other/Contra.
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- At Full Screen Cash Sales - Other Payment → there will be drop down list of cashbooks which open based on permission given
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- At Create Sales Order → there will be drop down list of cashbooks at Create Receipt Tab which open based on permission given
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| title | Permission to View Payment Voucher By Cashbook |
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- Tick the Location to Enabled
- Untick the location to Disabled
- Click Submit
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Notes:
- Click "Submit" after permission given or ungiven
- Re-log need to be done by the users after any permission is changed → users under which role is amended