How to Grant Access to AR Misc Cash Receipting and Misc Cash Payments Import

User needs permissions to enter miscellaneous cash receipts in Payment Entry.

User needs permissions to perform Miscellaneous Cash Payments Import.

• General Revenues

• Accounts Receivable

• Payment Entry

• Miscellaneous Cash Payments Import

• System Administration

Instructional

1. Navigate to System Administration > Security > Roles.

2. Click Add on the toolbar.

   1. Enter a Role Key and Description for the Role. 

   2. Click the Menu Access dropdown and choose Munis Main menu.

   3. Make sure the Role status is Active, and click Accept.

3. Click into the Accounts Receivable folder under General Revenues.

4. Click Add on the toolbar to add AR access.

   1. Uncheck the box for Restrict to entry of misc cash receipts only.

   2. Check the box for Enter cash receipts.

   3. If they will need to post payment batches, check the box for Allow posting of receipt batches.

5. Scroll down to the Data Access section.

   1. Grant Full or Limited access to AR Codes. If Limited, the range of AR Codes must be specified.

6. Click Accept to save changes.

7. Click Back to return to Role's Module view.

8. Click into the Assigned Users tab and add all users that need these permissions.

Carefully review the other permission options for anything else the user may need.

Release batch status should never be set to In Review when Workflow is being used.