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Setting up security for recurring journal entries

When you give members of a role access to recurring journal entries, they can set up and create recurring journal entries.

Members of a role do not see these options on the menu unless you give the members access to them:

  • > Setup > Company > Recurring Setup > Recurring Journal Entries
  • > Manage > Recurring Journal Entries
Note: Give access to recurring journal entries to a limited number of employees. In this way, you ensure duplicate entries are not made.

To set up security for recurring journal entries

  1. From the > Setup menu, click Company > Roles.
  1. Click the role you want to give access to recurring journal entries, and click Edit.
  2. Do the following:
To allow members to Do this

Set up recurring journal entries

  1. Click the Company tab.
  2. Select the Recurring journal entries check box.

Ajera displays the > Setup > Company > Recurring Setup > Recurring Journal Entries menu option for the role members.

Create recurring journal entries

  1. Click the Manage tab.
  2. Select the Recurring journal entries check box.

Ajera displays the > Manage > Recurring Journal Entries menu option for the role members.

  1. Click Save.

 

 

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