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. |
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. |