Admin menu permissions
IT Mgr Practice Admin
1st LEVEL PAGES | TASK PAD PAGES | PAGE/PERMISSION | LINKED PAGES, PERMISSIONS, DASHLETS |
Billing AdministratIon | BillingAdmin | ||
Bulk Fee Printing | ContBulkFee | ||
Recurring Fee Generation | RecFeeBuild | ||
Recurring Fee Admin | RecurringFeeAdmin | ||
All Drafts | ContFeeAdmin | ||
Draft Bill Queues | FeeAdminQueues | ||
Periods | ContSelPeriod | ContPeriodEdit ContYearEdit PeriodEnd FixPEItem |
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Timesheet Administration | TimeAdmin | ContTimePost | |
Banking Administration | BankingAdmin | DDSOAdmin RFPReceipts BankAdmin RecBatches RecBatchesEdit BankSettings RFPPrintQueue BankImportTemplates |
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Create New Staff | StaffCreate | ||
Staff Maintenance | StaffMaint | Staff Access StafSecDashboard StaffPerm StaffTOILDets StaffTOIL StaffTOILEntry |
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Categories Etc | WebControl | ||
Data Maintenance | ControlDataTaskPad | ||
Firm Calendar Entries | CalendarCreate CalendarList | ||
Create and Print Credit Letters | CredLetGenerate | CredLetControl CredLetPrint |
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Direct Debit Batches | RecBatches | RecBatchEdit | |
Draft Allocations | ContFeeAdmin | ||
Expense Posting | ContExpList | ContExpPost | |
Expired Data | ExpiredDataList | ||
Import Control | ImportControl | ImportDetails | |
Import Maintenance | ImportMaintenance | ImportCreate | |
Create and Post Interest | IntGenerate | IntControl IntPost | |
Create and print Statements | StatGenerate | StatControl StatPrint |
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Update Partners and Managers | ContPMUpd | ||
Client Service Accruals | CSAccrualCont | CSAccrualGenerate CSAccrualJournal CSAccrualPost |
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Staff Maintenance | ControlStaffTaskPad | ||
Clone Security From Focused Staff | StaffClone | ||
Clone Security To Focused Staff | StaffCloneTo | ||
Staff Exchange Settings | ContPEXIN | ||
Create Leave Accruals | StaffLeaveMaint | LeaveYearUpdate | |
Create Leave Adjustments | StaffTOILMaint | ||
Leave Approval | LeaveReqApp LeaveReqAppList LeaveReqDepAppList LeaveReqManAppList LeaveReqAllList |
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Leave Cancellation | LeaveReqDepCanList | ||
Office Access Rights | StaffOffice | ||
Organisation Access Rights | StaffOrg | ||
Department Access Rights | StaffDept | ||
Grade Defaults | GradeDefaults | ||
Dashboard Defaults | DashboardDefaults | ||
System Maintenance | ControlSysTaskPad | ||
API Authentication Administration | APIAuth | ContAssField | |
Assurance Request Setup | ContAssReq | ContAttrPageDet | |
Attribute Pages | ContAttrPage | ContAttrDet | |
Attributes | ContAttr | ||
Delete Lost Clients | ContDelClients | ||
Delete Inactive Contacts | ContDelContacts | ||
Diagnostics | ContDiag | ||
Job Template Definition | JobTemplates | ||
Leave Types | LeaveTypes | ||
System Licences | SystemLicences | ||
Client SP Mappings | ClientSPMappings | ||
Security Administration | AdminSecurity | ||
Scheduled Task Administration | ScheduledTasks | ||
User Password Administration | AdminPasswordControl | ||
System Lockout Settings | ContLockout | ||
Master Tasks Definition | JobMastTasks | ||
PElert Maintenance | PElert | ContQuestQuest ContQuestApply AssQuestPreview | |
Questionnaires | ContQuestHead | ||
Questions | ContQuestion | ||
Database Statistics | ContUserCount | BulkJobRollover | |
Bulk Job Admin | BulkJobAdmin | ||
Bulk Job Creation | BulkJobAdd | ||
WIP Recalculation | AdminWIPRecalc | ||
Integrations | IntegrationAdmin | ||
Integration Export Status | IBExportStatus | ||
Integration Import Status | IBImportStatus |