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Setting up company security

Checking a box on the Company tab allows employees in the security group to see the item on the menu. They can also see and select the item from a list window, add a new item, and change or delete the item.

If you clear a check box, employees in this role can only see and select the item from a list window.

From the Company menu, click Security.

Ajera automatically contains these default security groups: Administrator, Project Managers, Principal, Employee, Marketing, and Entry Clerks.

Click the Company tab.
Enter information as follows:

Select	To allow members to
Companies	Multi-company only. Set up and maintain multiple companies in a single Ajera database. For more information, see Setting up security for multi-company.
Bank accounts	Set up and maintain bank accounts.
Departments	unavailable in ajeraCore unless you have the Departments add-on Set up and maintain departments, which includes identifying departments for which you want to track project and financial information. Set up and maintain reporting entities and organizational levels. This option only applies if you selected the Use departments check box on the General tab of company preferences.
Chart of accounts	Identify the accounts for which you want to track financial information. Set up and maintain account groups. If employees in this group will be setting up and maintaining your chart of accounts, select this option.
Payroll	For in-house payroll only. Perform payroll tasks using Ajera Payroll or a payroll service.
Recurring vendor invoices	Set up recurring vendor invoices. If you also want to allow members to create recurring vendor invoices, select the Recurring vendor invoices check box on the Manage tab.
Recurring journal entries	Set up recurring journal entries. If you also want to allow members to create recurring journal entries, select the Recurring journal entries check box on the Manage tab.
Budgets	Set up and maintain your company’s annual budgets. These budgets can be used in financial statements to compare actual performance to budgets.
Beginning balances	Enter and change beginning balances through the Company > Beginning Balances menu.
Distribute DPE/Overhead	Distribute direct personnel expense (DPE) and overhead costs for labor transactions for a specified date range. The distribution method is based on the option selected in company preferences.
Recalculate time	Recalculate time after adding or changing an employee pay rate.
Close fiscal year	Close the financial accounts for the year. When closing the fiscal year, balances for Profit and Loss (P&L) accounts are reversed out and an entry is created to retained earnings for the net income amount.
Custom fields	Create and maintain custom fields.
Preferences	Set up and maintain your company preferences, which include options for accounts, billing, payroll, and time entry.
Government reporting:
Form 1099	Print Form 1099-MISC.
Payroll forms	For in-house payroll only. Access and print payroll forms.

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

Setting up company security

Government reporting: