Adding Security for the Ability to Create Checks from Account Current, Employee and Broker Commission Statements

Users can now create checks through the account current statement and commission payable statement, even though they may not have access to create checks outside of statements.

The following elements are included in this feature:

  • Added new security item for Pay Account Current create check

  • Added a new security item for Pay Commissions create check

  • Security Options for both new security items

  • Update the following Permanent groups:

    • Owner and Bookkeeper - Full Access

    • All other Security groups get No Access

  • Add New security item for Pay Account Current create check

    • Feature: All Centers

    • Group: (none)

    • Task: Pay Account Current - Create Check

    • Access: Full Access or No Access

  • Add New security item for Pay Commissions create check

    • Feature: All Centers

    • Group: Commissions

    • Task: Pay Commission - Create Check

    • Access: Full Access or No Access

Accountants or other users in charge of payments must have the ability to secure who can pay an Account Current, Broker Commission Statement, and an Employee Commission statement. Even if these tasks are being done by multiple employees, this feature now regulates who can and cannot create checks