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Setting up Manage menu security

Selecting a check box on the Manage tab allows employees in the group to see the item on the menu and add it to the dashboard. They can also see and select the item from a list window, add a new item, and change or delete the item.

If a check box is cleared, employees in this group can only see and select the item from a list window.

Follow these instructions as part of setting up a security group:

From the Company menu, click Security.

Click the Manage tab.
Enter information as follows:

Select	To allow members to
Time & Expense	Enter weekly timesheets and expense reports and for the manager to enter and approve time and expense reports. If these employees enter or approve time or expense reports, select this check box.
Payroll	Process payroll information for your payroll service or to interface with other payroll software. If these employees process payroll, select this check box.
Vendor invoices	Enter accounts payable invoices. If these employees enter or edit vendor invoices, select this check box.
Vendor payments	Select invoices to be paid, print checks, and enter credit memos. If these employees pay or credit vendor invoices, select this check box.
In-house expenses	Enter in-house expenses to reflect project cost and billing for expenses like phone charges, copies, mileage on a company car, and so on. If these employees enter or edit in-house expenses, select this check box.
Client invoices	Edit and print client invoices. If these employees enter or edit client invoices, select this check box.
Finance charges	Create or change finance charges. If these employees enter or change finance charges, select this check box.
Client receipts	Enter and edit client and nonclient receipts and enter credit memos. If these employees enter or edit receipts and client credit memos, select this check box.
Bank register	Enter, edit, and reconcile bank register information, such as manual checks, bank charges, nonclient deposits, and so on. If these employees enter, edit or reconcile banking information, select this check box.
Journal entries	Enter or edit entries made directly to accounts for financial reporting purposes, such as depreciation. If employees enter or edit journal entries, select this check box.
Enable entries prior to the don't allow entries date	When you select the Journal entries check box above, this check box appears. This option allows members to enter journal entries prior to the don't allow date.
Recurring vendor invoices	Create recurring vendor invoices. If you also want to allow members to set up recurring vendor invoices, select the Recurring vendor invoices check box on the Company tab.
Recurring journal entries	Create recurring journal entries. If you also want to allow members to set up recurring journal entries, select the Recurring journal entries check box on the Company tab.
Schedule manager	View employee schedules in Schedule Manager. After you select this check box, select the following check boxes as needed: See all projects: This allows members to view schedules on all projects in Schedule Manager. This check box overrides the View my projects only check box on the General tab and the Allow changes to my projects only check box on the Projects tab. See dollars: This allows members to view dollar amounts based on billing rates in Schedule Manager. Can edit: This allows members to make changes to schedules and employees in Schedule Manager.

You can use the buttons on the lower left of the window to page through this information for other security groups.