General Ledger Accounting GL Account Alternate Code Access
GL Account Management
Actions and access apply to GL accounts with certain alternate security codes assigned via the Associations tab.
Permission | Users in this role can. . . |
---|---|
Can view GL accounts | See GL accounts they have access to throughout the General Ledger hub. With this permission, users can also see the account details, transactions, and certain budget and account access information based on the associations selected. |
Can edit GL accounts | Make updates to existing GL accounts they have access to. |
Can create GL accounts | Add new GL accounts to the system. |
Can delete GL accounts | Remove GL accounts from the system. |
Can download to Excel | Export account activity for one or more accounts to an Excel spreadsheet. |
GL Account Activity
These permissions are for users that should not manage account details and still need to view account activity (e.g., faculty).
Permission | Users in this role can . . . |
---|---|
Can view and download GL account activity | Access GL account activity, view details and download account details to Excel. TipActions and access apply to GL accounts with certain alternate security codes assigned via the Associations tab. |
GL Account Security
These permissions determine GL account visibility throughout the system.
Warning
Only one of these permissions can be selected.
Permission | Users in this role can . . . |
---|---|
Can view all GL accounts (unrestricted) | Allows users to view all GL accounts that have an alternate security code. |
Can only view GL accounts enabled by associations (restricted) | Allows users to view specific GL accounts selected on the Associations tab. |