how to use accounts payable security...
TRANSCRIPT
Updated: 7/14/2016 ©2016 Shelby Systems, Inc. All Rights Reserved
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How to Use
Accounts Payable Security Options
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
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