How Do Privileges Work for the Sales Ledger?

Modified on Fri, 20 Sep at 1:38 PM

Privileges can be configured through Setup > Staff Records via the Privileges tab.

Each checkbox in the sales ledger system controls access to specific functions. Here's a breakdown of the key privileges:

Enquiry: Grants access to various tabs, including details and cleared transactions. It also allows users to amend account details and adjust credit limits.
Invoice: Enables the invoice posting function, allowing users to generate sundry invoices.
Receipts: Activates the receipt posting function, enabling payments to be allocated against invoices.
Journals: Allows the creation of sales-to-nominal journal entries.
Reports: Provides access to the reporting section, including the debtors report.
Statements: Enables the ability to email and print bulk statements.
Setup: Allows configuration of sales ledger settings, including the email setup for sending sales ledger statements.