General Ledger User Permissions

Access

Use this process to define and maintain general ledger security at the user level.  It is available only if STORIS GL Processing is active on your system.  

You can restrict the input and inquiry of GL account information based on any combination of root account, sub-account and cost center, therefore restricting employees to specific accounts, sub-accounts and/or locations.  You can restrict employee access to entry routines, inquiry/report routines, or both. For both entry routines and inquiry/report routines, you can restrict all access or restrict by root account, sub-account, or cost center.

User IDEnter the code of the user whose access to GL data you want to restrict. If you click on the Search button, a list of employees appears from which you can make a selection.

The following field descriptions apply to both Entry Restrictions and Inquiry/Report Restrictions:

No Entry AllowedTo restrict this user from all accounts, check the box at this field.  If you check this box, you inactivate the fields below.

Limit Root AccountTo specify specific root accounts to which you want to grant this user access, check the box at this field. If you check the box, the Staff GL Limited Access  screen appears, from which you can select one or more accounts.  You can also access the Staff GL Limited Access screen by clicking on the Action button next to the field.

Limit Sub AccountTo specify specific sub accounts to which you want to grant this user access, check the box at this field. If you check the box, the Staff GL Limited Access screen appears, from which you can select one or more accounts.  You can also access the Staff GL Limited Access screen by clicking on the Action button next to the field.

Limit Cost CenterTo specify specific cost centers to which you want to grant this user access, check the box at this field. If you check the box, the Staff GL Limited Access screen appears, from which you can select one or more accounts.  You can also access the Staff GL Limited Access screen by clicking on the Action button next to the field.

Journal Entries on HoldTo automatically place on Hold all batches entered by the selected user, check the box at this field.  Only employees with this field un-checked can remove the batches on Hold status.  This field is active only if the No Entry Allowed field is left blank (NOT checked).

This check box affects accounting personnel or anyone who has access to manual GL Journal Entry.