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Accounts payable

Turn on the Accounts Payable service for client staff

Virtual Office CS only
If your client will use the application to process accounts payable in their own office, you need to turn on Accounting CS Client Access service and select a service that includes Accounts Payable.
  1. Turn on Client Access service for a client
  2. Go to the
    Add Client
     or
    Add/Remove Services
     window.
  3. Mark the
    Enable Client Access
     checkbox in the Client Access Services section.
  4. Choose the Client Access services for the client.
  5. Enable security points for client security groups and select groups for the client doing Accounts Payable processing
  6. Select
    Setup
    , then
    Clients
    .
  7. Select the client then
    Edit
    .
  8. On the
    Main
     tab, select the ellipsis button in the Services section.
  9. In the
    Add/Remove Services
     window, mark the
    Enable Client Access
     checkbox.
  10. Choose either
    Client Accounting
     or
    Full Service Bundle
    .
  11. Select
    OK
     to save.
  12. Select
    Enter
     on the
    Clients
     screen to save the client record with the Accounts Payable service.
  13. Select the
    Accounts Payable
     tab and specify Accounts Payable options for the client.
  14. Select
    Enter
     to save the client record.
  15. Select
    Setup
    ,
    Firm Information
    , then
    Client Security Groups
    .
  16. Select the client security group for which you want to enable access to the accounts payable features, then
    Edit
    .
  17. On the
    Accounts Payable
     tab, mark the checkbox for each accounts payable feature for this client security group, then select
    Enter
    .
  18. Repeat the previous 2 steps for each client security group you want to grant access for.
  19. Select
    Setup,
    Firm Information
    , then
    Client Staff
    .
  20. Select a client staff member, then
    Edit
    .
  21. On the
    Security
     tab in the
    Member of groups
     list, mark the checkbox for client security groups with AP access.
  22. Select
    Enter
     to save.

This article applies to:

  • Product: Accounting CS
  • Subject: Accounts Payable
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