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How to Setup Approvals for Batch Settlements
How to Setup Approvals for Batch Settlements
Description of Issue
You may not verify Settlement due to invalid credentials
Settlement supervisor verification required
Context
- Munis
- 2017.1+
- Payment Entry
- Settlements
- Settlement Approvals
- Passwords
- Security
- Permissions
- Roles
Cause
Clerks settlement batch needs approving by a supervisor id/password due to their Accounts Receivable Role Permissions available in versions 2017.1+. Assigned role of supervisor requires additional setup in the Passwords program in order to setup settlement approvals.
Resolution
The first task is to assign clerks with a required settlement approval
- Under the menu System Administration>Security>User Attributes
- Search for the clerks userID
- Highlight the role chosen to edit
- Click Edit Role button
- Click Accounts Receivable
- Click Update
- Update Batch Settlement Approval to Always Required
Second task is to setup Supervisor ID and password
- Under the menu System Administration>Security>Passwords
- Click Add
- Enter in userID of the supervisor
- Choose Supervisor password as Account Type
- Choose Active as Account Status
- Tab to open Change Password screen
- Enter in password of choice
- Click OK
Additional Information
Available for versions 2017.1+ or v12
Setup is typically done by the admin or IT
, multiple selections available,
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