Banking Security

Along with the operations specific to it, a security level (with the exception of Check Printer) allows you to perform operations available to lower levels of security within the same module. The minimum security levels to perform tasks are listed below, with roles listed in order from greatest access to least access.

Business Office Administrator

• Enable & disable bank account

• Roll over bank accounts

• Delete bank

• Delete bank account

• Undo last reconcile

Business Office Manager

• Add & edit bank

• Add & edit bank account

• Add, edit, & delete element value assignment

• Reconcile account

• Add transfer or adjustment — Note: Since these actions cause the creation of journal entries, these users also require General Ledger Manager security access

Business Office Reviewer

• Generate & print reports

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