User rights for Banking Tool

Activation

You must be a System Administrator or an Application Administrator for Accounting to be able to make changes to the payment method (Online, File or Manual) used for a specific account.
So in other words only a System Administrator or the Application Admin. for Accounting can activate online banking. 

 

Working with banking

 

Under Admin - Users - (choose a user) you can specify user settings for online banking by ticking Banking (under Accounting - see picture below). 

The user will be able to:

• import bank statements
• see and work with the online bank statements under Process Transactions

• have access to online bank statements

  
  

If you are working with reference payments under Banking, you do not need any special rights to access reference payments. The rights below cover both accounts statements and incoming reference payments.

Click the dropdown menu and select Incoming reference payments to view them under Bank > Process Transactions (see image).

If you work with Reference payments  under Invoicing, the only right you need is Register and post payments.