Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

« Previous Version 5 Next »

Menu Path: Control Panel > System Admin > Manage Users > Configure Role Permission > Select Role > Finance

 General Permissions

General Finance Module Permissions

 General Permissions
  • Permission to change the cash book for cash and cheque payment method while creating a receipt → Refer to Settle Document / Create Deposit

  • Permission to change the pd cheque book while creating a receipt  → Refer to Settle Document / Create Deposit

  • Permission to change the coupon cashbook while creating a receipt  → Refer to Settle Document / Create Deposit

 Payment Voucher
  • 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.
 Cashbook
  • 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
 Receipt Voucher
  • Permission to reverse receipt
 Maintenance
  • Permission to view dropdown list configuration
 Other Permissions
 Permission to Other/Contra: View By Cashbook
  • Permission to Other/Contra: View By Cashbook → this permission to view the Cashbook's Dropdown lists at Other/Contra.

  • At Full Screen Cash Sales - Other Payment → there will be drop down list of cashbooks which open based on permission given

  • At Create Sales Order → there will be drop down list of cashbooks at Create Receipt Tab which open based on permission given

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 
  • No labels

Private & Confidential