Permissions to Reconcile

Fund Accounting, Accounts Payable, Accounts Receivable, Payroll

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oslc_office
Posts: 7
Joined: Thu Feb 28, 2019 9:48 am

Permissions to Reconcile

Post by oslc_office »

The person who performs reconciliations for us, performs reconciliations only and does not do any other work in PowerChurch. What permissions do they need to do this? We do not want them to create or change journal entries. Is "Access" to the Fund Accounting enough to perform reconciliations? Or does the reconciler also need "Add/Change" permission? What about "Delete" permission?

Thanks for your help!

Susan

Zorak
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Re: Permissions to Reconcile

Post by Zorak »

I just checked and the Reconcile Bank/Credit Card Accounts screen does require Add/Change permission in Fund Accounting.

oslc_office
Posts: 7
Joined: Thu Feb 28, 2019 9:48 am

Re: Permissions to Reconcile

Post by oslc_office »

Thank you for checking and answering this question.

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