Table of Contents
Set up finance accounts receivable
Rights control
During the User administration Use detailed user rights to control the availability of functions and the visibility of data for the logged in user. The following user rights are available for Accounts Receivable:
| Rights | Administrator | Main user | User |
|---|---|---|---|
| Legal group: finance manager | |||
| Financial accounting data transfer indicator delete | X | ||
| Customer account display | X | X | |
| Customer - receipt of payment | X | X | |
| Debtor & Vendor - Invoices delete, Accounts Receivable Payments delete | X | ||
| Right group: System | |||
| Edit company data | X | ||
Financial accounting data transfer indicator delete
The Delete of outgoing invoices that have already been transferred to the financial accounting is only possible for users with this user right.
Customer account display
The Construction site account gives an overview of all printed order confirmations, invoices and credits issued, as well as recorded incoming payments. Depending on the marked entry in the project tree, all data of the LV, object, project or client are displayed. Only users with user rights have access to the construction site account Customer account display. These users can also use the customer printouts statement of account, Outgoing invoice list, Incoming payments list and Accounts receivable list view and execute.
Customer - receipt of payment
Users with this user right have access to the incoming payments and Dunning
Debtor & Vendor - Invoices delete, Accounts Receivable Payments delete
Only users who have been authorized with this user right can use the Construction site account issued outgoing invoices and recorded incoming payments delete.
Edit company data
The basic settings can only be done by users who have the user right Edit company data are authorized. These users also have access to the Dunning text management, to create, edit and close dunning texts delete.