Set up finance accounts receivable

Rights control

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
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

Users with this user right have access to the incoming payments and I baked the Dunning

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.

Further steps