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Updated: 7/14/2016 ©2016 Shelby Systems, Inc. All Rights Reserved Other brand and product names are trademarks or registered trademarks of the respective holders. How to Use Accounts Payable Security Options

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Page 1: How to Use Accounts Payable Security Optionshelp.shelbyinc.com/...to_Use_Accounts_Payable_Security_Options.pdf · How to Use Accounts Payable Security Options . ACCOUNTS PAYABLE Inquiry

Updated: 7/14/2016 ©2016 Shelby Systems, Inc. All Rights Reserved

Other brand and product names are trademarks or registered trademarks of the respective holders.

How to Use

Accounts Payable Security Options

Page 2: How to Use Accounts Payable Security Optionshelp.shelbyinc.com/...to_Use_Accounts_Payable_Security_Options.pdf · How to Use Accounts Payable Security Options . ACCOUNTS PAYABLE Inquiry

ACCOUNTS PAYABLEInquiry Full Rights

Dashboard N/A Accounts Payable (required for access)

TransactionsEnter & Manage Manage Menu is Active Transactions > Update - 'Apply' & 'Update' buttons

Transactions - 'Transaction Edit Report' button Transactions - 'Add New Transaction' linkTransactions - 'Edit' icon Transactions - 'Delete' icon

Transactions - 'Change Bank Account' buttonPost N/A Transactions - 'Post Transactions' button

Credit Card TransactionsEnter & Manage Manage Menu is Active Credit Card > Transactions > Update - 'Apply' & 'Update' buttons

Credit Card > Transactions - 'Credit Card Transaction Edit Report' button Credit Card > Transactions - 'Add New Transaction' linkCredit Card > Transactions - 'Edit' icon Credit Card > Transactions - 'Delete' icon

Post N/A Credit Card > Transactions - 'Post Transactions' button

Recurring PaymentsEnter & Manage Manage Menu is Active Recurring Payments > Update - 'Apply' & 'Update' buttons

Recurring Payments - 'Recurring Payment Edit Report' button Recurring Payments - 'Add New Recurring Payment' linkRecurring Payments - 'Edit' icon Recurring Payments - 'Delete' icon

Transfer N/A Recurring Payments - 'Transfer Recurring Payments' button

Payment ProcessingEnter & Manage Manage Menu is Active Payment Processing > Edit Invoice Modal - 'Save' button

Payment Processing - 'Payment Edit Report' buttonPayment Processing - 'Edit' icon

Process N/A Payment Processing - 'Process Payments' button

ViewTransaction Inquiry Transaction Inquiry Transaction Inquiry - 'View Details' icon

Transaction Inquiry > DetailsTransaction Inquiry > Details - 'Update' button

Undo Invoice N/A Transaction Inquiry > Details - 'Undo Invoice' buttonCredit Cards - Reverse Transaction N/A Transaction Inquiry > Details - 'Reverse Transaction' button1099 Status N/A Transaction Inquiry > Details - 1099 StatusReprint - Voucher/Check N/A Earnings Inquiry > Details - 'Reprint Voucher/Check' iconProject N/A Transaction Inquiry > Details - Edit 'Project'Attachments N/A Transaction Inquiry > Details - 'Add New Attachment' linkNote Note Edit Note field

Reports

Page 3: How to Use Accounts Payable Security Optionshelp.shelbyinc.com/...to_Use_Accounts_Payable_Security_Options.pdf · How to Use Accounts Payable Security Options . ACCOUNTS PAYABLE Inquiry

Reports N/A Reports

ModifyCompany Information N/A Company InformationDistribution Information N/A Distribution InformationVendor Information Vendor Information Vendor Information > Update

Vendor Information > Update: 'Update' buttonVendor Information > Update: Vendor InformationVendor Information - 'Delete' iconPerson Search - 'Add New Vendor' button

ACH Accounts Vendor Information > Update: ACH Accounts Vendor Information > Update: ACH Accounts - 'Add New ACH Account' linkVendor Information > Update: ACH Accounts - 'Edit' iconVendor Information > Update: ACH Accounts - 'Delete' icon

Phones N/A Vendor Information > Update: Phones Emails N/A Vendor Information > Update: Emails Addresses N/A Vendor Information > Update: Addresses Demographics N/A Vendor Information > Update: Demographics Attachments N/A Vendor Information > Update: Attachments - 'Add New Attachment' linkAdd or Delete ACH Information N/A Add or Delete ACH InformationCredit Card Information N/A Credit Card

Credit Card > Update Reconcile Credit Card Credit Card - 'Reconcile Transactions' button Credit Card > Reconcilation - 'Delete' icon

Credit Card > Reconciliation - 'Edit' icon Credit Card > Reconciliation - 'Add New Statement' linkCredit Card > Reconciliation > Reconcile Details - edit 'Statement Date'Credit Card > Reconciliation > Reconcile Details - edit 'Ending Balance'Credit Card > Reconcilation > Update - 'Continue' and 'Finish later' buttons

Project Information Project Information Project Information - 'Add New Project' linkProject Information - 'Update' buttonProject Information - 'Delete' icon

UtilitiesVoid Check N/A Void Checks