Permission is required to access the Financials tool. Financials currently contains four tabs - UnArchive, GL Codes, Merchant Accounts, and Payment Options.
Instructions
Step-by-step guide to configuring permission to access Financials.
(Navigation: Settings / Users & Groups)
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
