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Accounts receivable

Enabling the Accounts Receivable service for client staff

Accounting CS Client Access
If your client will use Accounting CS to process accounts receivable in their own office, you must first enable the Accounting CS Client Access service for the client, and then select a service that includes Accounts Receivable.
To enable the Accounting CS Client Access service for a client, you must mark the
Enable Client Access
 checkbox in the
Client Access Services
 section of the
Add Client
 dialog or the Add/Remove Services dialog and then select the appropriate Client Access services for the client.
note
The Accounting CS Client Access service is available only to clients of accounting firms that run Accounting CS in the Virtual Office CS or the Software as a Service (SaaS) environment and firms that use their own hosted environments.
After you enable the Client Access service for the client, you'll need to enable the applicable security points (including accounts receivable) for client security groups, and then select those security groups for the client staff who will be doing the accounts receivable processing.
  1. Select
    Setup
    , then
    Clients
    .
  2. Select the client in the
    Clients
     list and select
    Edit
    .
  3. In the
    Main
     tab, select the ellipsis in the
    Services
     section.
  4. In the
    Add/Remove Services
     window, select the
    Enable Client Access
     checkbox.
  5. Select either the
    Client Accounting
     or
    Full Service Bundle
     option, and then mark the
    Accounts Receivable
     checkbox.
  6. Select
    OK
     to save the changes and return to the
    Clients
     screen.
  7. In the
    Clients
     screen, select
    Enter
     to save the client record with the Accounts Receivable service enabled. The
    Clients
     screen should now include the
    Accounts Receivable
     tab.
  8. Select the
    Accounts Receivable
     tab and specify AR options for the client.
  9. Select
    Enter
     to save the client record.
  10. Select
    Setup
    Firm information
    Client security groups
     .
  11. Select the client security group for which you want to enable access to the accounts receivable features.
  12. Select
    Edit
      or
    Add
     to add a new client security group.
  13. Select the
    Accounts Receivable
     tab and mark the checkbox for each accounts receivable feature that you want to enable for this client security group.
  14. Select 
    Enter
     to save those changes.
  15. Repeat steps 10 and 11 for each client security group for which you want to enable access to the AR features.
  16. Select
    Setup
    Firm information
    Client Staff
    .
  17. Select the client staff member for whom you want to enable the AR features.
  18. Select
    Edit
    .
  19. Select the
    Security
     tab.
  20. In the
    Member of groups
     list, mark the checkbox for the appropriate client security groups with AR access.
  21. Select
    Enter
     to save the client staff record.

This article applies to:

  • Product: Accounting CS

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