User Profiles

Overview

"User Profiles" enables definition of application user profiles. Only users with an active user profile can login to the system. The user profile defines the capabilities of an application user including the menu options available to the user as well as other application level restrictions. The profile panel enables configuration of general ledger and overall system capabilites and the remaining panels relate to the subsystem (AP, AR and payroll) specific details.

Entry tips

Type "?" in a promptable line edit and press TAB to view and/or select a code value. Click on the desired code in the related selection display to select the code value. Click Save in the "Profile" panel after editing data in any panel to preserve changes.

Un-check Active checkbox to prevent login by the profile user without the need to remove the profile.

Profile

Enter or prompt via "?" the User profile to maintain. Type the full Name of the user. Assign a Menu code appropriate to the job duties of the user. Type profile Email address. The email address is required in order to send attachments to the user if exports are enabled for the profile. Enter Password for the profile (the password entered will display "*" for characters entered). A password of 8 or more characters with a mix of uppercase,lowercase,numbers and special characters is strongly recommended. Enter Budget group to restrict profile to budgets if desired. Similarly, type Project group and Company group values to restrict to projects and companies as needed.

Check Restrict periods to enable accounting period restrictions for the profile. Next, enter the number of periods prior to and after the current ledger period to which a user may post in Periods prior and Periods after. To restrict entry to the current accounting period, enter "0" for prior and after values. Click Delete to permanently delete the profile or Save to save changes (changes for all panels are saved).

Accounts Payable

Enter accounts payable related restrictions for this profile in the "Accounts Payable" panel. Type Bank group code to restrict profile to processing banks only within the entered bank group code. Type Pay group restriction to limit the pay groups which may be accessed during disbursement processing. Enter Vendor class restriction to restrict the vendors the profile may access. Check Prohibit change check date to prohibit override of the default check date (today's date) in disbursements processing.

Accounts Receivable

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Enter accounts receivable related restrictions for this profile in the "Accounts Receivable" panel. Type Bank group code to restrict profile to processing banks only within the entered bank group code. Enter Customer class restriction to restrict the customers the profile may access. Check Prohibit change cash date to prohibit override of the default cash receipts or application dates in cash receipts and applications processing.

Payroll

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Enter payroll related restrictions for this profile in the "Payroll" panel. Type Bank group code to restrict profile to processing banks only within the entered bank group code. Type Cycle group restriction to limit the payroll cycles which may be processed in payroll processing. Enter Employee class restriction to restrict the employees the profile may access. Check Prohibit change check date to prohibit override of the default payroll check date.

Defaults

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Enter default information for this profile in the "Defaults" panel. Type Company value to associate a company to the profile which may be used for custom processing. Note, this is not a security setting and does not restrict the profile to this company. (Company restrictions may be implemented by assigning a Company Group to the profile - code type "ledgp".) Enter up to six graph code names to be displayed upon login. Enter location of secure website(s) which may be included within the AccyNet workspace in Secure site fields. This may be used for example, to present a JasperSoft™ or other business intelligence reporting server portal within your AccyNet space to simplify maintenance of third party analytical tools. Only secure websites (SSL encrypted) may be incorporated within your AccyNet website.

Notes

The "Notes" panel enables entry of a user profile note. The text entered will be associated with the current profile. Type text into the text box and press TAB to save the profile level note. Additionally, an uploaded file may be attached to the profile via Attach button. An attachment may be viewed via View attachment or removed via the Remove attachment. A profile that has an associated note or attachment will have a document id number displayed in Document

Profile fields

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Payables fields

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Receivables fields

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Payroll fields

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Defaults fields

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