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Limiting accounts on Manual Checks
Posted: Tue Jun 05, 2018 10:12 pm
by jaclyn01
Is it possible to limit the accounts used on manual checks? Specifically I want to keep our secretary from using the liability, income, etc... accounts.
Also, I know when she enters a check and the funds don't balance it gets her a warning message...can that be made into a critical error? Meaning it wouldn't let her save without resolving the issue.
Thank you! - Jaclyn
Re: Limiting accounts on Manual Checks
Posted: Wed Jun 06, 2018 9:41 am
by NeilZ
jaclyn01 wrote:Is it possible to limit the accounts used on manual checks? Specifically I want to keep our secretary from using the liability, income, etc... accounts.
Also, I know when she enters a check and the funds don't balance it gets her a warning message...can that be made into a critical error? Meaning it wouldn't let her save without resolving the issue.
Thank you! - Jaclyn
Unfortunately, no it is assumed that the person writing checks is knowledgeable and knows what accounts should be used.
This is more a training issue, the secretary needs to learn that when a note pops up on the screen, she doesn't just accept it and goes on. I would not allow her to write checks until this learned.
The only other alternative is to make sure all the vendors have default accounts setup on their vendor records.