Security and Vision Transactions

Your system administrator uses Role Security to specify the types of transactions that a role can access, as well as the functions that the role can perform for each transaction type.

The Accounting tab of Role Security controls the role's access to each transaction type. You can select Full Access to all Transaction Types, which allows all access rights to all transaction types, or you can use the Transaction Type grid to select the types of transactions that the role can access as well as the functions that they can perform when using the Transaction Center and related advanced utilities.

When assigning specific rights, you can select from the following:

• Enter: Enables the ability to create a new transaction file for the selected transaction type. This also allows you to create the records within transaction files, modify the contents of existing transaction files, set control totals, and establish recurring transactions. You can also delete transaction files, if needed, and unlock locked transaction files.
• Report: Enables the ability to create a transaction list report and see and print posting logs for the selected transaction type. Transaction lists are printouts of the transaction files that you create in transaction entry. To reduce the chances of posting inaccurate data, it is a good idea to review transaction lists before you post data to the database.
• Post: Enables the ability to post and print posting logs for the selected transaction type. When you post the transaction files in Vision, you make the data a permanent part of your database. Posting updates your general ledger, subsidiary ledgers, and project files; it also allows you to generate up-to-date reports.
• Company: If you are using the Multicompany feature, a Company column displays. By default, this option selects <All>, to provide access to all of the companies that this role has rights to. However, you can use the drop-down list in this column to limit the role's access rights to one specific company, if needed.