Permission is required to access the Financials tool. Financials currently contains four tabs - UnArchive, GL Codes, Merchant Accounts, and Payment Options.
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From the main menu, click Settings
Click the Users & Groups menu
Select the Groups tab
Click Finance
From the Finance card, permissions can be enabled accordingly
Enable Edit Archive / UnArchive
Enable Edit GL Codes
Enable Edit Merchant Accounts
Enable Edit Payment Options
Click Save
If a User doesn't have any of the above permissions, this message will appear when clicking on Financials from the main menu
After successfully adding the Financial checks to a User Group (normally the Finance Group), then go to the User and add them to the Finance Group.modifying a group and enabling the permissions, this user group can then be added to a User from the User Maintenance screen (Settings / Users / User Details / User Group)
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