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General Ledger Accounting Customized Batches

Customized Batch Management

Users in this role need access to view and work with Customized batches. They include batches with any custom source codes created by your school.

The permissions assigned on the Permissions tab apply generally to Customized batches. Access to individual source codes must be assigned on the Associations tab.

Permission

Users in this role can. . .

Can view batches

View customized batches.

Note

If any other customized batches permission is granted, "Can view batches" is automatically granted as well.

Can edit batches and generate Post Edit reports

Edit customized batches and generate Post Edit reports.

Note

If permission is granted to create, delete, or reverse customized batches, the "Can edit ..." permission is automatically granted as well.

Can create batches

Create customized batches.

Note

If permission is granted to reverse customized batches, the "Can create batches" permission is automatically granted as well.

Can delete batches

Delete customized batches.

Can download to Excel

Download customized batches to Excel.

Can post batches and generate Post reports

Post customized batches and generate Post reports.

Can post batches they created

Allows the same user to post customized batches they created.

Can unlock batches

Unlock customized batches.

Can summarize batches

Summarize customized batches.

Can reverse batches

Reverse customized batches.