Table of Contents
Set up finance accounts receivable
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:
|Legal group: finance manager|
|Delete data transfer indicator for financial accounting||X|
|Customer account display||X||X|
|Customer - receipt of payment||X||X|
|Customer & Vendor - delete invoices, customer - delete payments||X|
|Right group: System|
|Edit company data||X|
Delete data transfer indicator for financial accounting
Only users with this user right can delete outgoing invoices that have already been transferred to the general ledger.
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
Customer & Vendor - delete invoices, customer - delete payments
Only users who have been authorized with this user right can use the Construction site account Delete issued outgoing invoices and recorded incoming payments.
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 managementto create, edit and delete reminder texts.