Setting up Manage menu security

Selecting a check box on the Manage tab allows employees in the role 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 a check box is cleared, employees in this role can only see and select the item from a list window.

Follow these instructions as part of setting up a role:

  1. From the > Setup menu, click Company > Roles.
  1. Click the Manage tab.
  2. 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.
Timesheets Enter weekly timesheets and for the manager to enter and approve timesheets. If this employee enters or approves time, select this check box.
Expense Reports Enter and approve expense reports. If this employee enters or approves expense reports, check this box.
Project Time Approval

Review and accept time entered on projects. If this employee approves or reviews project time, select this check box.

Note: This box can be checked for all employees, but only employees who are marked in Employee Setup as Accounting Manager, Principal, or Project Manager can see Project Time.

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.
Revenue Recognition Review, edit, and commit estimated revenue. If these employees review, edit, or commit revenue, select this check box.

Client invoices

Edit and print client invoices. If these employees enter or edit client invoices, select this check box.
Access from widget only

When you select the Client Invoice check box above, this check box appears.

If selected, the Manage menu task does not show but the Open column on the Client Invoice base is available.

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.
Purchase Order

Not available in ajeraCore or ajeraCore + add-ons

Create purchase orders.
Email Client Statements Create and change email client statements templates.
Projects Edit and review project information.
Vendor Invoice Approvals

Monitor and track vendor invoices through the approval process.

Approvers review, accept, or reject vendor invoices. If these employees review, approve, or reject vendor invoices, leaving detailed notes.

Select this check box for approvers and other employees who should have a view-only access to this application
  1. You can use the buttons on the lower left of the window to page through this information for other roles.