Permissions to change default cash account in Payment Entry

• Would like to grant users the ability to change the cash account on Miscellaneous Payments. 
• Need to grant users the appropriate permissions for accessing GL accounts in Payment Entry.

• Accounts Receivable

• System Admin

• Roles (sprolemt)

• User Attributes (sprousrm)

• Payment Entry (arbilinq)

Need to establish the appropriate roles and permissions for users with regards to accessing GL accounts on Miscellaneous Receipts in Payments Entry.

1. Navigate to System Administration > General Administration > Security > User Attributes.

2. Click Search and enter the relevant User Id (Note: For assistance determining a User Id, please see: Determine a User ID) or any other identifying information.

3. Click Accept.

4. Highlight the Role that grants Accounts Receivable access.

5. Click Edit Role at the bottom.

6. Click the Accounts Receivable folder.

7. Click Update.

8. Select the desired option for Access GL accounts on miscellaneous payment as follows:

   1. Allow—Grants all permissions.

   2. Disallow—Restricts all permissions. Users cannot update the default org or object codes on the GL Payment Allocation tab on the Miscellaneous Receipts screen and they cannot add additional allocations.

   3. Allow non-cash accounts only—Allows users to modify non-cash accounts, but restricts access to the cash account.

9. Click Accept.

Additional resources for working in Payment Entry can be found here: Master Article - Payment Entry