Security Role Action: 1099 Reconciliation

Security Role Action: 1099 Reconciliation

  • An action to prevent users from overwriting other users' changes on the 1099 Reconciliation screen.
  • This action can be added to users to allow them to unlock the 1099 reconciliations.
    • Ledger > 1099 Reconciliation > Allow Edit

Since this is new security role action, this is not added to all security roles by default.

To add this:

  1. Click Security menu
  2. Click Roles submenu
  3. Select role on the left side of the screen, example Administrator
  4. Choose actions tab
  5. Search "Ledger > 1099" under not selected and select the action
  6. Click save

This is what the user will see if other user's is working on the 1099 batch and do NOT have permission access.

  • READ ONLY MODE
  • The button "unlock read only mode" is NOT showing

This is what the user will see if other user's is working on the 1099 batch and have permission access.

  • READ ONLY MODE
  • The button "unlock read only mode" is showing

If the user have access to edit, when the notification pops up:

  1. Click ok
  2. Click the button to unlock read only mode
  3. Click ok

Unlocking the read only mode will removed the red text - READ ONLY MODE and the button for "unlock read only mode" is grayed-out.

The user can now edit the 1099 batch.

    • Related Articles

    • Security Role Action: ACH/CC Payments

      An action to control "delete payment method" and "edit payment method" Tools > ACH/CC Payments > Allow Delete Tools > ACH/CC Payments > Allow Edit Since these are new security role actions, they were not added to all security roles by default. ...

    • EscrowCheck Role

      Purpose of the role It may be necessary to allow many users to access the Properties > Escrow tab to enter escrow deposits. However, not all of these users will need access to write checks out of the escrow account. The EscrowCheck role gives users ...

    • Modify Closings Role

      Purpose of the role There are different ways to make corrections on a posted/closed property: If the purpose of the correction does not need to reflect any changes on the invoices, payables, and bank postings, then an admin can assign the Modify ...

    • Security Screen Navigation

      Users To understand the fundamentals of the Security screen, below are its submenus Users Roles Companies Offices Login History How to search and select a user Click Users submenu Click search button Narrow down the search using the following ...

    • Reconciliation: filtered selection totals

      New enhancement feature "filtered selection" to the Reconciliation screen. This feature will enable users to see calculated totals that reflect only the records currently displayed in the grid, based on the filters they have applied. When users set ...