Is it possible to limit the accounts used on manual checks? Specifically I want to keep our secretary from using the liability, income, etc... accounts.
Also, I know when she enters a check and the funds don't balance it gets her a warning message...can that be made into a critical error? Meaning it wouldn't let her save without resolving the issue.
Thank you! - Jaclyn
Limiting accounts on Manual Checks
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Re: Limiting accounts on Manual Checks
Unfortunately, no it is assumed that the person writing checks is knowledgeable and knows what accounts should be used.jaclyn01 wrote:Is it possible to limit the accounts used on manual checks? Specifically I want to keep our secretary from using the liability, income, etc... accounts.
Also, I know when she enters a check and the funds don't balance it gets her a warning message...can that be made into a critical error? Meaning it wouldn't let her save without resolving the issue.
Thank you! - Jaclyn
This is more a training issue, the secretary needs to learn that when a note pops up on the screen, she doesn't just accept it and goes on. I would not allow her to write checks until this learned.
The only other alternative is to make sure all the vendors have default accounts setup on their vendor records.
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.