Security

To enable the Bank Accounts Security tab the System Database for the Company must have the Enable application security option selected. To be able to set Bank Security the User must have Bank Security Setup rights assigned in Security Groups.

Field

Value

Use Security

Tick the Use Security check box if you want to restrict user access to the bank.

User ID

If you select to Use Security you have to grant Users access to the bank. Select the User ID to which you want to grant access rights. 

Default Bank

Select the Default Bank option if you want this bank to be the default bank for the user instead of the Default Bank setup in C/B Options.

Use Password

Select the Password option if you wish the User to be prompted for a password when accessing the Bank Reconciliation and printing the Cashflow, Cashbook, Source Journals and Tax Tracking reports.

Min. Func Amount

Enter a Minimum Functional Amount by User to control the minimum amount a user can enter per entry.

Max. Func Amount

Enter a Maximum Functional Amount by User to control the maximum amount a user can enter per entry.

Button

Select

Save

Select the Save button to save changes.

Delete

Select the Delete button to delete the bank.

New

Select the New button to create a new bank.

Close

Select the Close button to close the Bank Accounts form.